When there are more than 1 employee available for an appointment, how the system will allocate the appointment to the employee? (provided the customer chose "Any employee" in the Employee dropdown).
If customer chooses 'Any employee' in the dropdown the appointment will be assigned randomly. At the moment we don't have options to set a rule by which appointments will be assigned but we have this feature on our list and we track the number of votes for the next updates. What rule would you need for your use case?
Thank for your quick reply. I am looking at setting up a rule to balance the number of appointment in a location. For example, Staff A and B are both available at the same set of time slots in the same location, the system will base on the number of appointment of the Staffs (A & B) to allocate the next appointment. The staff who has the min number of appointment in the month (or the week) will receive the next appointment. So if A has 10 appointments within the month (including future appointment) where B has 12, the system will allocate the next appointment to A (if both A and B are available).
In summary, the system would count the number of appointment within a specified window of time (month or week) to use as the condition to allocate the next appointment. In case, all the conditions are the same (where both A and B has the same number of appointment within that month), the system will randomly allocate the appointment. I don't want the user to choose the staff to avoid the case where 1 staff will have all the appointment as he is in the first of the list.
Do you provide any API or hook to modify this in the plugin? If you do, I would need the shortcode or hook to access the number of appointment and the hook to add the condition to the allocation process.
Unfortunately this cannot be done with hooks, since it requires code customization. I will check with the team when we can work on this feature and if you are interested I can inform you once we release an update with this feature?
I have 3 requirements that is out of the scope for this plugin.
1. The first one is the appointment allocation rule as mentioned in the previous message. Can you provide me a quote to customize this feature for me?
2. I want to be able to send email to the employee on the daily basis to inform them what is the appointment in the day. I understand that I can access the appointments via API. Can I build this email notification with the appointment information obtained from the API?
3. This last point, I want to confirm if you have the UI/UX for the employee to see their schedule, take note, and manage their appointment?
These features can probably be done with some custom work, but our developers are very busy at the moment, working on some priority tasks, so they won't be having the time for custom work in near future.
However we can recommend this service for customization: https://wpkraken.io/?tms-plugins (by this link they would know you come from us) - they do develop such custom solutions, so you can send your inquiry to them.
When there are more than 1 employee available for an appointment, how the system will allocate the appointment to the employee? (provided the customer chose "Any employee" in the Employee dropdown).
Hi Tommy,
Thank you for your interest in our plugin.
If customer chooses 'Any employee' in the dropdown the appointment will be assigned randomly. At the moment we don't have options to set a rule by which appointments will be assigned but we have this feature on our list and we track the number of votes for the next updates. What rule would you need for your use case?
Best regards.
Hi Isidora,
Thank for your quick reply. I am looking at setting up a rule to balance the number of appointment in a location. For example, Staff A and B are both available at the same set of time slots in the same location, the system will base on the number of appointment of the Staffs (A & B) to allocate the next appointment. The staff who has the min number of appointment in the month (or the week) will receive the next appointment. So if A has 10 appointments within the month (including future appointment) where B has 12, the system will allocate the next appointment to A (if both A and B are available).
In summary, the system would count the number of appointment within a specified window of time (month or week) to use as the condition to allocate the next appointment. In case, all the conditions are the same (where both A and B has the same number of appointment within that month), the system will randomly allocate the appointment. I don't want the user to choose the staff to avoid the case where 1 staff will have all the appointment as he is in the first of the list.
Do you provide any API or hook to modify this in the plugin? If you do, I would need the shortcode or hook to access the number of appointment and the hook to add the condition to the allocation process.
Best,
Tommy
Hi Tommy,
Unfortunately this cannot be done with hooks, since it requires code customization. I will check with the team when we can work on this feature and if you are interested I can inform you once we release an update with this feature?
Best regards.
Hi Isidora,
I have 3 requirements that is out of the scope for this plugin.
1. The first one is the appointment allocation rule as mentioned in the previous message. Can you provide me a quote to customize this feature for me?
2. I want to be able to send email to the employee on the daily basis to inform them what is the appointment in the day. I understand that I can access the appointments via API. Can I build this email notification with the appointment information obtained from the API?
3. This last point, I want to confirm if you have the UI/UX for the employee to see their schedule, take note, and manage their appointment?
Thanks and best regards,
Tommy
Hi Tommy,
These features can probably be done with some custom work, but our developers are very busy at the moment, working on some priority tasks, so they won't be having the time for custom work in near future.
However we can recommend this service for customization: https://wpkraken.io/?tms-plugins (by this link they would know you come from us) - they do develop such custom solutions, so you can send your inquiry to them.
Best regards.