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.

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