This article provides an overview of the tools available to you and your people for scheduling time with either a person or item.
The PeopleVine Scheduler Engine provides you with the ability to book reservations, typically for a multi-slot engagement (e.g. a room booking or a projector rental), or the ability to book appointments, used for one-on-one appointments. Each scheduler type provides a series of options to control the experience and availability for your people. Such features include:
Once your scheduler is setup, you can also enable additional enhancements to encourage and foster further engagement throughout the platform. You can setup the following actions to occur:
Booking and Management Appointments & ReservationsOnce your scheduler is setup, your people can now view and book a time with you via a few different methods:
Portal - Book a Room/Slot
Portal - Book an Appointment
Control Panel Book a Room
In all experiences, the additional enhancements (automation) will process.
Upcoming AppointmentsFirst off, make sure you've enabled notifications and/or assigned a business owner to the scheduler in order to make sure someone is notified when a booking is placed. You can subscribe to notifications directly on the scheduler or view your Alerts to enable general alerts such as when someone books an appointment or makes a reservation.
All upcoming appointments can be found under the Upcoming Appointments link while all upcoming reservations can be found under the Upcoming Reservations link under Sell > Scheduler.
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