PeopleVine Schedulers allows people to book a one-on-one time with a mentor, consultant, professional, technician, etc. but some times, the one-on-one may be with someone from a pool of people. By leveraging the Directory, you can easily assign a specific person to a booked appointment.
Start out by ensuring these steps are completed:
- Setup the Scheduler for booking
While setting up the scheduler, assign it to a directory profile allowing them to view and manage this appointment, but also allowing you to assign a representative.
- Assign Contacts to the directory profile
In order to assign a rep to the appointment, the rep needs to be a contact at the directory profile. Get there by going to the profile and clicking on View/Assign Contacts. You can then add the contacts to be assigned.
Alternatively, you'll also get a popup to remind you.
- Assign the Rep to the appointment
Now that an appointment is booked, you can assign a rep by clicking on Assign Contact under the Assigned To profile when on the booking confirmation screen.