Appointment Request Settings

Store Manager (Level 2) users have the ability to adjust Appointment Request settings as business needs change. 

Skip to:

• Rules for Setting Appointment Request Days & Hours
• Adding Other User Groups
• Setting Appointment Request Days & Hours
• Adding Date Overrides
• Setting the Number of Booking Slots
• How Customers Make Appointment Requests

Rules for Setting Appointment Request Days & Hours

• You must set at least one day to be available for appointment requests.

• The end time you set for appointment requests must be later than the start time.

• You must set appointment requests days and hours on a per-store basis.

• If you don’t set appointment request days and hours, the default of 9 AM to 10 PM is still used.

Adding Other User Groups

By default, this functionality is available only for store managers (Level 2). You can configure this to be available to the other User Groups,  Level 1 (User), and Level 3 (Management).

• If you add User Group 3, only the members of this group who are linked to a store will be able to change appointment schedules.

• If you add User Group 1, any member of this group will be able to change your appointment request hours. Be cautious about enabling this functionality for this user group.

Setting Appointment Request Days & Hours

	In the Salesfloor app, go to Settings and tap Store Appointment Hours.
	Your default store appointment hours are shown, according to what you’ve configured for your account. This example shows a store where there are no hours chosen so far. To change the schedule, toggle Custom Availability to On.

For each day, choose the hours when you want Appointment Requests to be available. Make sure that the end time is later than the start time. For days when you don’t want customers to be able to request appointments, for example if you’re closed every Sunday, clear the check box for that day. You must set Appointment Requests to be available for at least one day.

To add a new interval for a day, click Add a new interval and from the time dropdowns, choose a start time and an end time. Make sure that the end time is later than the start time. To add more intervals, click Add a new interval again. You can add a total of 12 intervals for each day.

 

Adding Date Overrides

When you want appointment requests to be unavailable, for example if you’re doing an inventory count for half a day and your associates won’t be available for those hours, or you’re closed for a day that’s a holiday, you can make just those hours or that day unavailable, without affecting your scheduling for the rest of the week.

	In the Salesfloor app, go to Settings and tap Store Appointment Hours.
	Your store appointment hours are shown, according to what you’ve configured for your account. Toggle Custom Availability to On and then click Date Override

	Click Add Date Override.
	Click Set Override Date.
	Choose the date you want to work with.

Your available times for the day, according to your weekly schedule, are shown. To make appointment requests unavailable for the entire day, clear the Available check box, or to change the availability of when customers can make appointment requests, select new times from the time dropdowns, and add new intervals by clicking Add a new interval.

Setting the Number of Booking Slots

If you use Team mode, you can limit the number of appointment booking slots available for each of your stores. For example, a store manager has five sales associates working, and doesn't want all five to potentially be in appointments. The manager sets three booking slots, so that there are two sales associates available for in-store customers and other tasks.

Another example is a store that has four fitting rooms. The manager sets four as the maximum number of appointment slots that can be booked, so that customers have a fitting room ready for them when it’s time for their appointment.

In the Salesfloor app, go to Settings and tap Store Appointment Hours.

Set the number of booking slots for the store. The maximum is 999. Stores have unlimited booking slots by default.

How Customers Make Appointment Requests

When customers make Appointment Requests, they can choose from the days you’ve designated as available from the date picker. The days that you set as unavailable are greyed out, and can’t be selected by customers.

The times that you designated as available appear in the Time picker. Customers can request up to the maximum number of booking slots you set. If the maximum is reached, the time is not shown.