Example of Service
- For skin clinic, services will be like Dermal Filllers, Tatoo Removal, etc – We are going to create service considering this use case.
- Spa will have services like Hair Color, Bridal Mackup, etc
- For hospitals, services will be like Cardiologists(Jack), Cardiologists(Tom), Allergists(Mark), etc
Expert Assignment To Service
Following are the ways in which you can auto assign expert to appointment,
- Preferred expert – Booked appointment gets directly assigned to preferred expert. Once the slot is booked no onther client can book the same slot. We call this type of booking as one to one appointment.
- Round Robin – Employees will be assigned to queue and booked one by one. Booked slots gets assigned to each expert in queue untill no one is available.
- Multi Expert – If two experts need to be there for an appointment, use this configuration.
Booking Social supports all the above mentioned scenarious. At any point in time Booking Social appointment engine makes sure there is no double booking of resources.
Create expert service
Create Expert Service to associate Expert and Service. Expert work on single service or multiple services based on the business case. If expert needs to work in different timing for different services, than we need to setup different working on expert service based on the need.
- Use Salesforce app launcher to choose “Booking Social” app.
- Choose service tab and click on “New Expert Service” button on the related list.
- Associate expert and set working hour if the specific service working hour is different from expert working hour.