How Can I Configure My Digitail Calendar for Flexible Scheduling and Manage Transitions to New Schedules?
Digitail offers robust calendar management tools, allowing you to set up a customized schedule to suit your operational needs. Whether you want to prioritize walk-ins during specific hours or switch to a new schedule on a set date, you can manage these arrangements efficiently using Team Scheduling and Calendar Rules. Here's a step-by-step guide:
Setting Up Flexible Scheduling with Team Scheduling
Flexible scheduling lets you allocate specific times for different appointment types while maintaining control over your calendar. To ensure an effective setup:
Access Team Scheduling: - Navigate to the admin settings of your Digitail account. - Select 'Team Scheduling' to start creating or adjusting rules.
Create Calendar Rules: - Set morning slots for limited bookable appointments (e.g., only one client each hour). - Define midday blocks as "Staff Only" or "Unbookable" to prioritize walk-ins. This prevents online bookings during these times while allowing internal staff to manage visits manually. - Configure afternoon slots for standard appointments as usual.
Apply and Save: - Assign the rules to a relevant schedule template or directly to a team’s calendar. - Save your changes to ensure they take effect automatically for your calendar.
Transitioning to a New Schedule with a Specific Start Date
When you need to shift from the current schedule to a new one, follow these steps to ensure a seamless transition:
Develop the New Rules: - Design your new schedule using Team Scheduling, incorporating elements like morning single-slot appointments, walk-in blocks during midday, and standard bookings in the afternoon.
Schedule the Rules for Future Activation: - Assign the rules to a Schedule Template. - Set an effective start date. The platform will automatically apply the new rules from this date onward, leaving your current schedule unchanged until the transition.
Review and Monitor: - Double-check that all rules are correctly applied. - Monitor the implementation on the specified date to ensure a smooth handover.
Additional Tips and Notes
Ensure all staff are familiar with the walk-in and appointment prioritization process to keep operations smooth.
Regularly review templates and rules to accommodate changes in business needs.
By following these steps, you can efficiently manage your calendar, prioritize critical operational needs, and improve the overall scheduling experience for both staff and clients.