A colleague calls in sick at half seven, and there are twelve customers in her diary. Who can go to a colleague, who would rather come another day, and who do you have to cancel: working that out used to be manual work, customer by customer.
What's new
When you record the absence, or block time in the schedule, that staff member's diary closes straight away and you land on Rebook. You can also get there from the appointment list: tick the appointments and choose Rebook in the bar at the bottom.
For each customer you choose what happens:
- Send a proposal: the customer gets a few new times and picks one
- Move to: you put the appointment at another time or with a colleague straight away
- Cancel
- Leave it
The alternatives are ready, grouped by what they cost the customer: Same time, another colleague, Same time, another day and Another time. Each row shows whether it worked, and a row that failed stays on screen with what you had already chosen.
Why it isn't automatic
Who you move to a colleague and who you would rather phone is a choice about your customers, not a sum. A regular who has already had to move twice gets different treatment from someone who is brand new. Rebook does the looking up and leaves the choosing to you.