I am wondering if you can help explain if/how I can achieve the following using Amelia:
I would like to run a monthly workshop on the 3rd Saturday of each month. This will be facilitated by a single Employee.
Customers can purchase either a slot in the Morning (9:00 am - 11:30 am), The afternoon (11:30 am - 2:00 pm) or a Full Day (9:00 am - 2:00 pm)
The total number of tables available in the room is 20. But since some people may book a half-day, the same table could be booked twince per session - For example, if Steve books a "Morning" slot, the table they were occupying in the morning will be available again in the afternoon and John should be able to book it.
I would like the appointment to be available to book in a recurring Monthly manner. Again, the sessions are held on the 3rd Saturday of the month only.
Problems I have getting it to work are:
Regarding point 1: I cannot seem to set up a Work Day Schedule for my employee that aligns with the "Every 3rd Saturday of the Month" schedule the class is available. I can only do it by manually creating "Special Days" is that correct?
Regarding point 2: At the moment it seems that I can configure an Appointment using a Custom Duration (normal duration is 2.5 hr and a custom duration of 5 hr) and allocate a maximum attendance limit of 20 to control how many people can attend the class. Seems logical enough and appears to work as expected, however...
Regarding point 3: In testing, I used the same setup as above but made the max attendees 2 so I could test it was working as expected. I first made a booking for a "Morning" Slot, then made a separate booking for a "Full Day". I would have expected to be able to book an "Afternoon" since the "Morning" customer will be leaving and the table would be once again available, but it seems I am unable to do so. My assumption is that any booking during the available time is marked against the total allocation and since there were two bookings made, the max attendance of two is considered to be reached and further bookings are not allowed.
Regarding point 4: The recurring feature works, but I would like to know if it is possible to only make available the option of "Every 3rd Week", the other schedule options are not applicable and therefore makes the booking process rather confusing.
I will mention that I also tried using the Events System to achieve the outcome I'm after, but the "tickets" settings work on the assumption that all types of tickets are for access to the whole event - so there was no way to manage the Morning/Afternoon availability as I require.
I also looked into using the Resources feature, however, I wasn't sure that was an appropriate thing to do since I needed to be able to book multiple people to the class with a single employee and Resources seemed to be more based around managing the availability of Equipment/Resources between multiple employees.
Sorry for the many questions. I have looked at the tutorials etc, however, it seems that perhaps I am attempting to play outside the rules a little, any assistance is greatly appreciated.
1. You can configure an Event but you'd need to add multiple dates in the event, manually selecting every 3rd Saturday of each month. There's no way to configure "Every X day in a month" logic yet. Another way would be to create a service for this workshop, but assign it only through employee's Special Days tab, again, selecting multiple dates manually.
2. You can configure services with Custom Duration, so a customer can choose two time slots (if they choose a 2.5h duration), or a single slot (if they choose a 5h duration).
3. If anyone books an appointment during the 1st part of the day, the full day won't be bookable anyway, so the capacity would free up in the afternoon.
4. That, currently, is not possible unless you manually edit the employee's Special Day to include this service every 3rd Saturday of the month.
I just reached "Regarding point 1" You are correct
"Regarding point 2" also correct
"Regarding point 3" - service capacity depends on the appointment, so if there are 2 half-day appointments, they don't rely on each other (their capacity is separate). If there are no buffer times, booking the morning shouldn't interfere with the afternoon, but it will interfere with the full-day.
You're correct about the events and the morning/afternoon approach.
Let me know if there's anything I can do to help.
P.S. Our response times are a lot faster, but you were initially assigned to a colleague that went on vacation, and we're kind of swamped with the tickets. We're clearing them up slowly, and our response times should be a lot faster
Hello,
I am wondering if you can help explain if/how I can achieve the following using Amelia:
Problems I have getting it to work are:
Regarding point 1: I cannot seem to set up a Work Day Schedule for my employee that aligns with the "Every 3rd Saturday of the Month" schedule the class is available. I can only do it by manually creating "Special Days" is that correct?
Regarding point 2: At the moment it seems that I can configure an Appointment using a Custom Duration (normal duration is 2.5 hr and a custom duration of 5 hr) and allocate a maximum attendance limit of 20 to control how many people can attend the class. Seems logical enough and appears to work as expected, however...
Regarding point 3: In testing, I used the same setup as above but made the max attendees 2 so I could test it was working as expected. I first made a booking for a "Morning" Slot, then made a separate booking for a "Full Day". I would have expected to be able to book an "Afternoon" since the "Morning" customer will be leaving and the table would be once again available, but it seems I am unable to do so. My assumption is that any booking during the available time is marked against the total allocation and since there were two bookings made, the max attendance of two is considered to be reached and further bookings are not allowed.
Regarding point 4: The recurring feature works, but I would like to know if it is possible to only make available the option of "Every 3rd Week", the other schedule options are not applicable and therefore makes the booking process rather confusing.
I will mention that I also tried using the Events System to achieve the outcome I'm after, but the "tickets" settings work on the assumption that all types of tickets are for access to the whole event - so there was no way to manage the Morning/Afternoon availability as I require.
I also looked into using the Resources feature, however, I wasn't sure that was an appropriate thing to do since I needed to be able to book multiple people to the class with a single employee and Resources seemed to be more based around managing the availability of Equipment/Resources between multiple employees.
Sorry for the many questions. I have looked at the tutorials etc, however, it seems that perhaps I am attempting to play outside the rules a little, any assistance is greatly appreciated.
Thanks
Sam
Hello Sam.
Sorry for the late response!
1. You can configure an Event but you'd need to add multiple dates in the event, manually selecting every 3rd Saturday of each month. There's no way to configure "Every X day in a month" logic yet. Another way would be to create a service for this workshop, but assign it only through employee's Special Days tab, again, selecting multiple dates manually.
2. You can configure services with Custom Duration, so a customer can choose two time slots (if they choose a 2.5h duration), or a single slot (if they choose a 5h duration).
3. If anyone books an appointment during the 1st part of the day, the full day won't be bookable anyway, so the capacity would free up in the afternoon.
4. That, currently, is not possible unless you manually edit the employee's Special Day to include this service every 3rd Saturday of the month.
I just reached "Regarding point 1"
You are correct
"Regarding point 2" also correct
"Regarding point 3" - service capacity depends on the appointment, so if there are 2 half-day appointments, they don't rely on each other (their capacity is separate). If there are no buffer times, booking the morning shouldn't interfere with the afternoon, but it will interfere with the full-day.
You're correct about the events and the morning/afternoon approach.
Let me know if there's anything I can do to help.
P.S. Our response times are a lot faster, but you were initially assigned to a colleague that went on vacation, and we're kind of swamped with the tickets. We're clearing them up slowly, and our response times should be a lot faster
Kind Regards,
Aleksandar Vuković
[email protected]
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