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When No Availability is Found with Automatic Scheduling - Switch to Manual Scheduling
When No Availability is Found with Automatic Scheduling - Switch to Manual Scheduling
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over 6 months ago

When No Availability is Found (Automatic Scheduling) - Switch to Manual Scheduling

When using Automatic Scheduling there is a potential based on your settings that the system cannot find availability and your client cannot complete the order. When you have the fallback to Manual Scheduling enabled your client will always be able to place an order.

With the Setting "Switch to Manual if no Availability" enabled Spiro will fallback to manual scheduling so the order can be placed.

With this Feature Enabled this is the Flow:

  1. On the Order Page the system finds no availability

  2. Spiro switches to Manual Scheduling, asking the client for their 2 date preferences for the appointment

  3. Order Successfully Submitted

    1. When this happens a different email is sent to the client

    2. Find this template here - look for Order Submitted (via Manual Fallback Scheduling)

  4. Admin assigns date and time and send to client

    1. Optionally the client can confirm that the date/time is acceptable

  5. Appointment Scheduled and complete

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1. On the Order Page - The System Detects No Availability and notifies the Client

The System Detects No Availability and notifies the Client

2. Client Inputs 2 Date/Time Preferences

Client Inputs 2 Date/Time Preferences

3. Client is Able to Submit the Order

Client is Able to Submit the Order

4. Click on Orders

Click on Orders

5. When the Status is "New Order" you will need to assign a date and time

When the Status is "New Order" you will need to assign a date and time

6. Click on Manage

Click on Manage

7. Click on Schedule

Click on  Schedule

8. Select a Date

Select a Date

9. Select a Time

Select a Time

10. Select a Photographer

Select a Photographer

11. Select how to Save this Appointment

  1. Save as Draft - will not notify the Client

  2. Save as Scheduled - will email the client to confirm the appointment

  3. Save as Confirmed - will email the client and confirm the appointment for them

  4. Save as Confirmed (but do not notify) - will confirm the appointment but will not notify the client

Select how to Save this Appointment

12. Click on Save

Click on Save
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