We are excited to now offer a Priority List scheduling setting on Aryeo Order Forms. With the Priority List option, appointments are automatically assigned based on an ordered list of users. The user with the highest priority that's available to service the appointment will receive the order.
Set the assignment priority order of your team members within the Availability > Assignment Priority section from the left navigation menu. This assignment order will be used when your order form is set to use the Priority List user assignment strategy. (Note: the user assignment strategy is set on a per order form basis.)
Once the Assignment Priority order has been set, click the back button at the top left and open the Order Forms section from the left navigation menu. Choose the order form you wish to use the assignment priority for and scroll down.
This feature is meant to be used to automate scheduling appointments so you will want to be sure to choose Automatic user assignment to appointments first.
The next section allows you to choose your preferred automatic user assignment strategy. Select Priority List here to enable automatic appointment assignment based on the ordered list of users we just created above.
The user with the highest priority that is also available to service the appointment will receive the new appointment.
Availability to Service Appointment Requests
Products in the Aryeo Storefront have a Provider section allowing you to indicate which members of your team can service this product for new appointments.
Individual Hours of Availability let individual team members indicate what days and what hours they are available to service new appointments.
Provider indication and individual user availability settings play a part in how appointments are assigned. If something looks off when scheduling new appointments for a team member, we suggest looking into Product Provider and Availability settings to help troubleshoot!