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.
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.
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"
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!
Hi Elizabeth,
thank you for reaching out to us
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.
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!
Hi Elizabeth,
I see; I'm afraid that Any Employee isn't visible as an option in the backend, only the assigned employee.