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Team members, availability and automations

  • August 21, 2024
  • 5 replies
  • 25 views
Bethany Rizor

I own a bridal alterations business and I have a team of three people. I have been playing around with HoneyBook to streamline client intake and the alterations process. 
 

We offer services for bridal gowns, bridesmaids gowns, mother of the brides, suits, military uniforms, and some other goods. I’ve created sessions and services for each of these. Each project has various number of sessions required. 

I have connected each service on my website to be bookable by clients. With how the availability is set up per session per person, does it create too many dynamics to initiate an automation email with the scheduler attached?

When setting up automations with email templates, asking a customer to schedule their next fitting how does the automations differentiate between each team member and the designated session under their name?

 

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    5 replies

    Diana The Finer Points
    Luminary
    Forum|alt.badge.img+9

    The booking on your square website? Is that where you linked everything? It’s not too many dynamics, but you CAN have them book a session type FROM the service they choose within a smart file or lead form. 

     

    As for automations for each team member - I’d have automations set for each team member so that their links are already in and as each client works with each team member, everything’s already set. 

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
    Bethany Rizor

    I am still struggling with this. My issue is that each of my team members has their own unique availability. I want to include a scheduling link for our customers within an automated email when their project is moved in the pipeline. To alleviate my workers from having to contact the customer. 

    Our Flow…. CUSTOMER INQUIRY -- RESPONSE EMAIL -- INITIAL FITTING -- QUOTE -- CONTRACT -- ALTERATIONS -- FOLLOW UP FITTING -- FOLLOW UP ALTS -- FINAL FITTING -- COMPLETION -- FEEDBACK. 

     When we decide a customer fits into the timeline they are assigned to a sewist. This is when I want a automatic email to be sent to the client with a booking link assigned to the specific sewist. And again to trigger the next fitting. 

     

    My questions:

    Is there a single link I can add with all of our availabilities?

    Does each team member need to create their own automated emails if they have a specific link to their fitting sessions?

    Do the automations I have already created apply to all projects, even ones I have reassigned?

    Diana The Finer Points
    Luminary
    Forum|alt.badge.img+9

    I would set the automations by TEAM MEMBER so that when it’s assigned to a sewist, the entire automation is set with their links et

     

    there is not ONE link with all availabilities unless you have them all on ONE google calendar to sync with. 
     

    yes to your second question

     

    no. Automations apply to the project type you assign it to OR manually attach to a project 

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
    Bethany Rizor

    Thank you. I’ll keep working this. 

    Bethany Rizor

    Ok, you mentioned one google calendar. I have the business Google calendar linked. But is there a way thru Google calendar to allow customers to schedule through HoneyBook would it? 

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