Overview
This article explains how to use Product Providers in Aryeo to manage which team members can provide specific products. This ensures the scheduling system matches the right provider for the right services, for every appointment.
What Are Product Providers?
Each product in your Aryeo account includes a Product Provider section. This feature allows you to assign specific team members who can capture that service at appointments. Aryeo’s scheduling system will only schedule an appointment with a service provider if that team member can service all of the products in the order.
Assign Product Providers
From the Products page, click Edit on your desired product.
Scroll down to the Product Provider section.
Check the box next to any team members to set them as the designated providers.
Ensure any designated providers have been:
Set with a Home Base location in their team settings.
Assigned to the correct territories where this product is offered (If you are using the Territories feature).
Click Update Product Providers to save.
Example: Assigning Product Providers
Let’s say your team consists of:
Chelsea – provides video services
Todd – provides video services
Taylor – does not provide video services
Jake – does not provide video services
If you offering Interior Video as a product. Here’s how to assign the appropriate providers:
Edit the Interior Videography product from your Products section.
Scroll to the Product Provider section.
Select Todd and Chelsea as the designated providers.
When a client places an order for the Interior Videography product, Aryeo will only factor in Todd and Chelsea's availability because Taylor and Jake would not be able to fulfill this product.
FAQ
Q: Do I need to set Product Providers for every product?
A: It’s recommended, especially for services that not all team members offer, to avoid scheduling conflicts.
Q: What happens if no Product Provider is set?
A: If no provider is selected, the system may not be able to match any team members to new appointment requests for that product.
Q: Can a team member be assigned to multiple products?
A: Yes! You can assign a team member to as many products as they’re qualified to provide.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!