We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #2856634
Employee assignment of services
Closed

Comments

  • Elizabeth started the conversation

    If the customer chooses any employee on the front end when booking an appointment, how can I on the back-end know that they chose "any" and not a specific employee?  The big picture is this:  If an employee calls in sick, we would like to know if the people that were scheduled for appointments actually chose that employee or they chose "any employee."  Saves us an awkward phone call.  


    Thank you!

  • [deleted] replied

    Hi Elizabeth,

    thank you for reaching out to ussmile.png

    You can see which employee was assigned to the appointment (because even if they chose Any one will be picked by Amelia) in Amelia > Appointments > Edit > Employee.

  • Elizabeth replied

    Thank you Ivana, however, that doesn't answer my question.  I would like to see if the client chose " any employee" or they chose a specific employee.  I know Amelia will assign one automatically, but what if that employee calls in sick that day?  As a manager, how do I know if the customer would be okay with a substitute employee, or if they chose that employee specifically.  We have several employees that offer the same service, so we have no way of knowing if the customer had a preference from the initial sign up.

    How can I see what the customer's choice was?  "Any employee" or "John Doe"


    Thank you!

  • [deleted] replied

    Hi Elizabeth,

    I see; I'm afraid that Any Employee isn't visible as an option in the backend, only the assigned employee.