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