Overview
Looking to streamline how appointments are assigned to your team? This article will walk you through Aryeo’s Assignment Priority list scheduling option, which automatically assigns new appointments to team members based on a priority order that you configure. This ensures appointments are automatically routed to the highest priority team member that is available.
What Is Assignment Priority?
The Assignment Priority List is an automatic assignment strategy that matches new appointments to team members using a ranked list. The team member with the highest priority (who is also available at the selected time) will be automatically assigned to the appointment.
This is ideal for:
Teams with lead photographers
Specific service areas
Workflows where certain staff should be prioritized before others
How to Set Up Priority List Assignment
Set Assignment Priority for Team Members
Go to Availability from the left-hand navigation menu.
Click on Assignment Priority.
Drag and drop your team members to set their order of priority.
The person at the top has the highest priority.
The person at the bottom has the lowest.
Enable Priority List on an Order Form
Once your team’s priority order is set, you’ll need to apply this strategy to the correct order form(s):
Navigate to the Order Forms page, via the left-hand side menu under Storefront.
Click Edit next to the order form you'd like to update.
Scroll down to the Automatic User Assignment Strategy section.
Select Priority List from the dropdown menu.
Click Update Scheduling Settings to save your changes.
Note: User assignment strategy is set individually for each order form, so be sure to repeat this process for every form where you want to use the Priority List.
How It Works
When a client places an order using the updated order form:
Aryeo will check your priority list.
It will assign the first available team member from that list to the appointment.
If the highest priority person isn’t available, it will move to the next person, and so on.
FAQ
Q: Can I have different priority lists for different order forms?
A: No. The Assignment Priority list is a global setting for your account and all order forms. However, you can choose which order forms use this assignment strategy and which order forms use a different assignment strategy.
Q: What happens if no one on the list is available?
A: If no team member is available for a time slot, the client will not be shown that time slot and will be shown other time slots with availability.
Q: Can I override an automatically assigned appointment?
A: Yes! You can manually reassign any appointment after it has been created.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!