Allowing Booking Prioritization for Certain Providers
Organization admins are able adjust the booking priority of different providers with the Organization. If two Organization members/providers have the same availability slot, the member/provider with the higher Scheduling Priority value will be scheduled with first.
IN THIS ARTICLE:
How to Customize Booking Prioritization
- Navigate to "Settings" (gear icon located at the top-right of your Provider account) > Select "Organization"
- From the top menu bar, toggle over to "Members"
- Click Edit > Edit Settings for a member/provider
- In the Account Information section, you'll see a field for "Scheduling Priority" -- edit each member to give them the priority number you'd like (ie. if you have 5 team members, you can rank each member 1-5).
Note: Keep in mind that the higher the priority number, the higher the scheduling priority.
For example:
- A provider with priority 5 will be scheduled before a provider with priority 4, and so on.
- The provider with priority 1 will have the lowest scheduling priority.
If more than one provider has the same priority number and is available, then the selection will be random.
Additional Resources
Want this feature enabled for your organization? Email us at hello@gethealthie.com.