Sorry for the delayed response, we don't work on weekends.
And thank you for choosing Amelia.
If you want the interns to be assigned only by the manager on the back-end, probably you should hide the Employee selection on the front-end booking form with Custom CSS (which we can provide you). In this case, Employees will be assigned randomly by Amelia, since at the moment of booking an appointment has to be assigned to an employee.
You can set the default appointment status to "Pending" in Amelia -> General settings, and you can switch off the Appointment Pending notifications for Employees. After an appointment is booked, the manager will be able to assign it to another Employee (or to leave it with the same Employee aka intern if it's a correct one) and change the status of this appointment to "Approved". After that, the assigned Employee will receive an Appointment Approved notification, so he/she will stay informed about new bookings.
So that means, that there is no way to hide them? Just to reassign the appointments to other employees?
Thats a bummer, because that means that when all employees are booked and the interns are not yet scheduled, for a time frame then customers can still book that timefrime and get assigned to them. And then this appointment when pending will get cancelled by a manager, due to missing capacity. Or am I missing something?
You can hide the Employee selection drop-down with custom CSS. But my point is, an Employee should be assigned to an appointment at the moment of booking anyways, that's Amelia's logic.
You can add some fictional Employees, so if you interns don't have their schedule yet, new appointments will be still booked and then reassigned to the real interns.
Hello,
we are curently trying to assign interns to some appointments, but facing the following problem:
- the intern should not be bookable via the booking form -> disabled visability
- the intern should be manually assigned by managers
But now that the intern is not visable on the booking form also when editing/creating appointments manually the intern is not visable for assignment.
Is there a way to assign someone who is not visible to appointments?
Greetings,
Samuel
Hi, Samuel!
Sorry for the delayed response, we don't work on weekends.
And thank you for choosing Amelia.
If you want the interns to be assigned only by the manager on the back-end, probably you should hide the Employee selection on the front-end booking form with Custom CSS (which we can provide you). In this case, Employees will be assigned randomly by Amelia, since at the moment of booking an appointment has to be assigned to an employee.
You can set the default appointment status to "Pending" in Amelia -> General settings, and you can switch off the Appointment Pending notifications for Employees. After an appointment is booked, the manager will be able to assign it to another Employee (or to leave it with the same Employee aka intern if it's a correct one) and change the status of this appointment to "Approved". After that, the assigned Employee will receive an Appointment Approved notification, so he/she will stay informed about new bookings.
Hope that will help.
Best Regards.
Hi Liza, thank you for the reply.
So that means, that there is no way to hide them? Just to reassign the appointments to other employees?
Thats a bummer, because that means that when all employees are booked and the interns are not yet scheduled, for a time frame then customers can still book that timefrime and get assigned to them. And then this appointment when pending will get cancelled by a manager, due to missing capacity. Or am I missing something?
Cheers,
Samuel
Hi, Samuel!
You can hide the Employee selection drop-down with custom CSS. But my point is, an Employee should be assigned to an appointment at the moment of booking anyways, that's Amelia's logic.
You can add some fictional Employees, so if you interns don't have their schedule yet, new appointments will be still booked and then reassigned to the real interns.
Best Regards.