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Auto Scheduling Checklist to Ensure Photographer Availability
Auto Scheduling Checklist to Ensure Photographer Availability
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a week ago

Spiro looks at many options to understand if a Photographer has availability with scheduling. If you are finding that when you are placing a test order that the calendar is showing no availability please check these settings on each of your Photographers


2. Click on Team…

3. Click on Photographers

Click on Photographers

4. Find the desired Photographer and Click Manage

Find the desired Photographer and Click Manage

5. In the Additional Info Section Check:

  1. The User has their Launch Location set

    1. You can manually set by clicking on the "Edit" Pencil on the Photographer account or the Photographer can change it in their Settings inside the Photographer Portal

  2. Calendar Integration

    1. You do not have to have the Calendar Integration installed for Automatic Scheduling to work however you will have to have the integration to set time off

6. In "Services & Entry" Check:

  1. Be sure to set "Allowed Service Categories"

    1. Think of Service Categories as Photographer Skills, or what services this photographer can be scheduled to perform. When you setup your Shopping Cart you would have assigned a category to each service

  2. Be Sure to set "Allowed Entry Methods"

    1. This is how the Agent defines you will enter the house. These entry methods can be modified in the Settings section of Spiro.

7. Click on Scheduling & Restrictions

8. Scheduling & Restrictions

Scheduling & Restrictions can limit or allow appointments based on the input you have defined.

Restrictions:

  1. Max Number of Jobs per Day - limit the number of jobs scheduled in 1 day

  2. Max income - Limit the payout to the photographer in 1 day

  3. Max Number of Hours Worked per Day - Limit the number of scheduled hours in 1 day

  4. Max House Square Footage per Appointment - Limit the size of the property per appointment (this is great for photographers in training)

  5. Max House List Price - Limit the job based on the price of the home (also great for photographers in training)

  6. Max Order Total - Limit the job based on the order total (great for photographers in training)

  7. Allowed VIP scheduling - is this photographer allowed to shoot for VIP clients?

  8. Appointment Duration Modification - is this photographer slower or faster than your standard time set on each product? Modify this section to have custom duration based on the speed of the photographer

Auto-Scheduling Setup

  1. Assignment Priority - if you are using an Automatic Scheduling method that is based on priority this number will increase or decrease your priority in the list of photographers

  2. Rest Between Appts - this time will be added to each appointment before another appointment can be scheduled

  3. Max Mileage per Day - Limits the total mileage allowed to be scheduled per day

  4. Max Mileage between Appointments - Limits the mileage between appointment

  5. Gaps and Downtime - Can a client schedule with Gaps in your day? Gaps allow more time choices for clients but are downtime for your photographer.

9. Set Working Days & Hours

10. Confirm the Days of the week and the time of the day you will accept appointment

Please note:

"Beginning of Day" time will be the time you leave your "Starting Location" not the time of the first available appointment. IE - If you Beginning of Day is 9am and your first appointment is a 30 minute drive from your house, the first time available to your client will be 9:30am, NOT 9am

"End of Day" is the time you will be back to your "Starting Location" not the time of the last available appointment. If your "End of Day" time is 5pm the system will account for the time needed to shoot your last appointment and drive home. If your appointment duration is 60 minutes and your drive home is 30 minutes your last available time slot will be 3:30pm

Confirm the Days of the week and the time of the day you will accept appointment

11. Set "Service Areas"

Service Areas are the locations where this photographer will travel. You can modify and add your Service areas in Settings -> Service Areas

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