customize staff booking order when selecting "no preference" option
Melissa McEttrick
We need to have a booking order when clients are booking online. If they pick “any provider” that appointment should be booked in our booking order. New staff should never be booked before seniors.
Phorest Product
Merged in a post:
Online Booking No Request Clients
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Stephanie Lee
We have noticed that the system will randomly sort online booking clients who have no preference for a service provider. Is there a way to change the sorting so that people who have less clients for the day will have priority in the no preference/request clients instead of the system randomly sorting the clients when multiple stylists are available?
Phorest Product
Merged in a post:
Online booking
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Alina Ventrella
I think online booking needs to practice “smart booking” where if the client chooses the no preference option of service provider that it would go to the first available person with seniority instead of randomly being thrown on someone else’s book.
Phorest Product
Merged in a post:
Customizing ‘No Preference’ Staff Priority
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Kenedi Lam
I wanted to share some feedback regarding the “No Preference” booking option.
In a previous booking system I used, when a client selected “No Preference”, bookings were prioritized based on the order of staff in the schedule column. This allowed me to intentionally manage booking flow while keeping staff at the same level equally visible.
Currently, I have two staff members at the same service level. I’ve noticed that “No Preference” bookings tend to assign to the newest staff member or the staff member with lower revenue, regardless of schedule order.
I would love the option to customize or manage the priority order for “No Preference” bookings.
For example, allowing Staff A to be prioritized before Staff G when a client selects “No Preference.”
This type of flexibility would be very helpful for managing client distribution and overall business goals.
Thank you for considering this suggestion.
Phorest Product
Merged in a post:
ONLINE BOOKING BY SENIORITY
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Erika Maldonado
When a client books online and does not specify a provider, It needs to book the appointment by seniority. Ie., We have three estheticians open and available (on desktop they are in order by seniority, senior on left and juniors to the right) yet when a client books online, it oftentimes books them with a junior staffer (no price difference for junior vs senior) when a senior staffer has the same time slot open and available! This is super frustrating PLEASE FIX ASAP
Phorest Product
Merged in a post:
Default therapist for online booking
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Donna Elidrissi
Default therapist when booking online. List your therapist in order of who you want busy first. ie not the manager when they have other things to do. make this different for each treatment as therapists may specalise.
Phorest Product
Merged in a post:
Ordering Staff Members for Online Booking
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Phorest Admin
Having the staff list reset to alphabetical after a new staff member is added is frustrating. It adds to the frustration that the staff members that are NOT available for online booking are still on the list when we have to reorder it. Am I missing something?
Phorest Product
Merged in a post:
Assign no preference appointments based on seniority order of stylist.
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Arynn Maxon
When clients choose no preference for a stylist while booking, we are looking to be able to set seniority order for the non-preference option.
Phorest Product
Merged in a post:
Online Booking order
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Kelly Pannetti
Is it possible to be able to create something that would let us choose the order in which the staff gets booked online when client is not requesting a specific service provider. I was told it just picks at random which creates issues for us when it comes to the staff as we have a fair & specific order we choose when booking non-requests.
Phorest Product
Merged in a post:
Online booking order
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Phorest Master Account
With the new appointment planner it books from right to left if no specific stylist is selected. It should mimic this with online booking too. Also there needs to be a way to select a level and then have it book from right to left within a level also for in house and online.
Phorest Product
Merged in a post:
Give control to the salon owner when user picks "Any staff"
Colm O'Neill
When a salon customer is booking online and chooses "any staff", the system will randomly offer them a salon staff member, however some salons want more control over this.
For example, always favour staff in a particular order, always favour the least busy staff member, exclude certain staff, etc. If this is being worked on more research about different options could be done.
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