With the DaySmart Appointments scheduling system, you can configure a variety of different scenarios for when Customers can create Appointments with your Staff Members. Now, with a simple change to your configuration, you can offer a rolling 24-hour window for your Staff Members' schedule.
Why do I want and Who needs 24-hour Scheduling?
Imagine this scenario:
It’s 2 pm in the afternoon and a Customer, Jane, is on your Customer View front end looking at available times. Jane wants to schedule an Appointment with Sally, but Sally needs 24 hours to prepare for any new Appointment. You want to show that Sally is only available at or after 2 pm tomorrow.
Or this scenario:
It is 12 noon today and Jack is trying to schedule an Appointment with Terry. Terry only needs 2 hours to prepare for an Appointment, so Jack should see any available time today starting at or after 2 pm.
You may have a variety of scheduling scenarios or configurations to accommodate your business. The Staff Member’s Same Day Appointment Notice setting provides support for any length of time up to 23 hours and 59 minutes, in order to display the next available start time based on today’s current time for the Customer.
How can I set up 24-hour Scheduling?
To accommodate the above scenario for Sally and Jane, you would allow Appointments to be created on the “same day” or the current day, but you would extend Sally’s Same Day Appointment Notice setting in her profile to 23 hours and 59 minutes. When configured with these options, Sally’s first available time for Jane would be 2 pm tomorrow.
At the same time, you can still accommodate Terry’s schedule by setting his Same Day Appointment Notice to 2 hours 0 minutes. With this setting, you’ve allowed for Terry’s prep time and ensured that Jack can’t schedule earlier than 2 pm on the current day.
Updating the DaySmart Appointments Calendar Settings
To set up this new scheduling method, a Headquarters Administrator will need to first change the selection on Settings > Appointments. Once on this page, locate the option for the “How many days after the current day can customers make appointments?” setting. Click the drop-down menu and change this to Allow same day appointments. Click Update to save this change.
Now, other administrators or Location Users can go to the Staff Member profiles and set the Same Day Appointment Notice option to the appropriate amount of time (in hours and minutes). You can also set this value to any amount of time shorter than this maximum. Update the user’s profile to save the updated timeframe details.
Other Lead Time Options
This Same Day Appointment Notice can be set to any combination and amount of time, in case you need to set up other rolling schedules. Since this can be done on the Staff Member profile, each user can have a different rolling window of time. For help in coming up with the best configuration for your Staff Members and Customers, please open a ticket so we can consult with you on the proper configuration.