How do I setup pooled availability for appointments?

Setting up your rates

To set up your rates as Pooled availability

1. Go to Settings
2. Under the Pricing heading, select the service type (e.g., Grooming)
3. Edit the rate you wish to be considered as Pooled Availability
4. Set the Customer portal scheduling mode to “Date picker with pooled availability and staff filter” or “Date Picker with pooled availability”
   
   
5. Click Save

Setting up your users

To set up the availability of your users:

1. Go to Settings
2. Under the Administration heading, select User Management
3. Click Edit by the user you wish to set Pooled Availability to
4. Click on the Services tab

5. Click on the Regular Work Hours tab to set the work hours to match your staff member’s work hours.

(For example: If between small, medium, and large dog grooms your employee can do a maximum of 8 hours of work, then set your employees’ total work hours to total 8 hours)

Setting up your Drop Off times

To set drop off times for your customers to choose from:

1. Go to Settings
2. Under the Administration heading, select Grooming Options [/Training/Standalone]
3. In the Entry Times for Pooled Availability section, click Edit Entry Times for Grooming [/Training/Standalone] (This option is only available when at least one rate from this service type is set to Pooled Availability)
4. Select the entry times your customers are able to choose from

Notes:

• For holidays or days with special schedules, you are able to override these entry times by clicking “Add Override”

• If you use Pooled Availability, it is recommended to set the Grooming Options to “When booking online, the customer sees: Start times only” (Customers will only be able to see the start time on their reminders and invoices)