How To Apply The Preferred Employee Option To Clients

Client Diary allows a client to request a preferred employee.  Once done Client Diary will always keep you informed if the client is with, or not with, their preferred employee allowing you to manage the client’s expectations.

Option 1

  • Click on Calendar in the left menu
  • Book an Appointment
  • At new appointment pop up window scroll down Preferred Employee under Appointment Note and click on the down arrow to bring up the drop down menu
  • Select which employee you want to apply
  • Click on the Submit button

 

Option 2

  • Clients on the left menu
  • Search the client in the client search tool
  • Click on Add/Edit tab in the top blue bar
  • Scroll down to Preferred Employee
  • Click on the down arrow to bring up the drop down menu
  • Select which employee you want to apply
  • Click on Save to apply changes

 

How Client Diary Alerts You Of Preferred Employees

When booking a client into the calendar you might book them with and employee that’s not their preferred employee.  Client Diary has a few ways to inform you when this happens.

Alert text when booking

The image below shows you a warning when you try and book a client with another employee that is not their preferred employee.

Alert icon when dragging appointments

The below video shows the lock icon changing from locked (meaning with their preferred employee) to unlocked and flashing red (meaning they are not with their preferred employee).

Icon and informative message in the appointment context menu

Click on the appointment that has the red lock icon.  Hover over the red lock icon to see who the preferred employee for that client is.