New Feature: Collective Booking In App

Important Updates| New Feature Release| CRM | Customer Managment

January 26, 2024•1 min read

Experience unparalleled flexibility in scheduling with our CRM's latest update – introducing Dynamic Team Member Selection. Seamlessly add or shuffle team members on the fly during appointment booking, enabling real-time adaptability for various service scenarios and optimizing operational efficiency.

Collective Booking In App: Enable Dynamic Team Member Selection in the CRM's booking system, allowing users to seamlessly add and shuffle team members on the fly when scheduling appointments.

⭐️ Why Does It Matter To Your Business?

• Real-Time Flexibility: Dynamically select and add team members during appointment booking, catering to various service business needs without preconfigured calendar setups.

• Operational Efficiency: Streamline on-the-fly scheduling for scenarios like inbound calls or chats, optimizing team coordination and ensuring the right personnel are assigned to appointments.

• Custom Combinations: Create flexible team member combinations in real time, enhancing the adaptability of the booking system to unique business requirements.

⭐️ How To Use Collective Booking In App:

1. Access the calendar tab from the left navigation menu then click on Appointments > + New Appointment.

   

2. Now select the required collective calendar. Previously, users were limited to choosing team members added to a collective calendar when booking appointments. Now, users can add any team member from the list directly.

   

3. If a selected team member is unavailable, the system will notify you. You can then switch the user or add a custom time slot.

   

   This new feature empowers businesses to efficiently manage team scheduling on the fly, catering to diverse service scenarios and operational requirements.