This guide goes over how to link a room to an employee schedule for service appointments. If you want to go over regular equipment appointments online, please refer to this article: https://tan-link.zendesk.com/hc/en-us/articles/360029954252-How-to-Set-Up-Online-Appointments-in-Tan-Link
Description
Some services in your salon can only be performed by certain staff. If you need to set up online appointments and limit time slots according to your staff's availability, you can link any room to a staff's schedule for online appointments to be booked depending on the staff's schedule.
If a customer tries to book during a period when the staff member is unavailable, Tan-Link will adjust to the next available time.
You must use the Tan-Link calendar for employee schedules to use this option. See our guide on the calendar for staff schedules and appointments. https://tan-link.zendesk.com/hc/en-us/articles/6725480966541-Calendar-for-Staff-and-Appointments
Enable Service Appointments
To enable Service appointments, please go to General Settings> General Settings and search for "List of the types of equipment available"
Click "Change" and add "Service" to the list of equipment types found in the setting, separated by a comma with no spaces. See example below:
Click "Save" to save the changes.
Setting Service Rooms for Online Appointments
Once "Service" Has been added to the list of equipment types, please go to General Settings > Equipment > Update Beds/Rooms and Select the room to be used for service appts.
If you need to add a new Room/Equipment please review this guide: https://tan-link.zendesk.com/hc/en-us/articles/360029953732-How-to-add-a-new-bed-or-equipment-to-Tan-Link
Please configure Online Appointment settings for each room to be displayed online for customers to book. These apply to both online bookings and Service appointments.
Online Reserved Under: This is the name that will show online for customers to book this room.
If no name is added here, the bed will not be displayed online for customers to book appointments.
Reservation Length (Minutes): This is the default time slot that will be reserved per customer booking.
ChatBot Waiting List Name: If you have the TL Bot enabled with the Checkin feature, you can add the name to display to customers online here.
2/24-Hour Appointment Reminder Text: An automatic SMS will be sent to your customers to remind them of their appointment. Please contact support to enable appointment reminders.
The settings below only apply to service appointments.
Under "Type" you will select Service.
Click on "Update Bed" at the bottom of the page after setting up this equipment.
Link Staff Profiles to a specific room
To link a staff user to a room that has been set up as a Service, please go to Staff > Update Staff and select the profile of the staff member who is responsible for the service.
Under Services, you will see each room that has the service type. Check the Room(s)/Equipment that should be booked according to that staff's schedule.
Once this has been completed, click on Update Employee to save the changes to the Staff Profile.
Add and Publish Shifts
You can add the employee's schedule to the calendar and publish shifts when you are ready to take customer appointments for this employee. Please ensure you add and publish shifts for the service employee.
You can publish shifts once they have been added by going to the Week View on the Schedule.
The Day/Week buttons are located in the upper right-hand corner of the Calendar (Schedule view)
Click on Week to switch to the week view.
Unpublished schedule dates will be displayed in Red at the top. Click on the red Un-Published button to turn it green. Once you click on it, it will change to Published.
Online booking for this Room/Equipment will not be available if the staff is not on schedule for the date and time in question or if the schedules were not published.
Comments
0 comments
Please sign in to leave a comment.