Hello Jarek,

Each employee needs to be assigned to a default location:

However, when you access the Work Hours tab of the employee, you can assign all your locations to your employee's work hours, or you can freely select multiple locations depending on the day:

This way, your employee will be assigned to all locations you've created, but when a customer books an appointment on one of these locations, all other locations will be blocked during this time.

I hope this helps!

Hello Jarek,

Thank you for the clarification.

In Amelia, an employee cannot be assigned to appointments at the same time across multiple locations. The system blocks overlapping time slots because it assumes that an employee can only be in one place at a time.

To achieve the setup you described, you would need to create separate employee profiles for each location. This way, Employee A can be assigned to location X for one set of hours and location Y for the same hours, but under different employee profiles.

I hope this clears things up. Let me know if you need further assistance.

Hello Jarek,

Thank you for your questions! Here's some clarification:

1. Duplicate Names: Yes, the system can technically accept the same first and last names twice, as it distinguishes entries by unique email addresses or other identifiers. This might happen if two advisors share the same name.

2. Advisor Display: If you have duplicate entries for an advisor (e.g., Jan Kowalski and jan Kowalski), both will appear in the list of available advisors. This can indeed appear illogical and could confuse users.

   To avoid this, it's essential to ensure each advisor is registered only once in the system. Unfortunately, there isn’t a built-in feature to automatically merge or hide duplicates based solely on name. However, regular data cleanup or implementing stricter registration protocols (e.g., unique email enforcement) can help mitigate this issue.

Let me know if you need further assistance!

Hello,

Thank you for your detailed explanation!

To achieve a setup where the same advisor provides both in-person and online services during the same hours without creating duplicates, here’s the best approach:

1. Single Employee Profile with Multiple Services:
   Assign both online and in-person services to the same advisor under a single profile. This way, clients can choose the type of service (online or in-person) they want, while the advisor's availability remains unified.

2. Service-Specific Location:

   • For in-person services, set the location as the physical address.
   • For online services, set the location as "Online" or use the built-in Zoom integration for virtual meetings.

3. Overlapping
   For this purpose, when one employee is created, they cannot be assigned to multiple appointments at the same time, and thus multiple employees will have to be created.

However, if you prefer or need to manage separate schedules for in-person and online services more granularly, duplicates might be necessary. But this would indeed result in multiple entries in the booking options.

Let me know if this works for your use case or if you'd like further clarification on any step!