The ‘Generate Schedule’ view is currently a basic interface where you can set your availability for client appointments. We are working to enhance the usability and functionality of this interface as a priority. At present, syncing a Google calendar with your Expertible calendar will enhance the control you have over setting your availability and we strongly recommend this.
At present, ‘Generate Schedule’ gives you the functionality to set availability either for the current week only or for the next 4 weeks. To begin, you need to set your available days.
Setting available days: Set any days that you want to have some availability. You can remove appointments at a later stage for any days you want to block out.
You can then create your schedule for each day in turn. Select the relevant day from the ‘Select Days’ drop down menu and then choose how long you want to create a schedule for.
Create Schedule for current week only: This will set availability for the days you have set to ‘available’ from the current day of the week until the next Sunday. This works best if used on a Monday or Tuesday as it will set your availability for the bulk of the week. If used on a later day in the week it will only set your availability for the remaining few days.
Create Schedule for next 4 weeks: This will set your availability for the days you have selected as available for the next month i.e. if you set it on 14th June it will populate availability until 13th July.
You do not have to create the same schedule for all available days i.e. you could set availability for the next 4 weeks for Tuesdays but use ‘select current week only’ to set just this Friday’s availability.
Once you have selected a day and time frame to change you then need to set the time period that you want Expertible to create slots over:
Select Time Slot Intervals: Select the start and end period you want Expertible to generate slots over. The system will generate slots starting at the start time you have input and aligned to the slot length of your category (30 or 45 mins). It will place a 10 min buffer between the end of one slot and the start of the next. If you are amending your availability and already have booked slots in your diary for this day then it will create available slots around any currently booked consultations.
At present you can only generate one slot period per day. You can use your synced Google calendar to delete available slots (see the FAQ on syncing a Google calendar for more detail) so we recommend populating availability for a wider period and then removing any you don’t want to be available using this method.
Removing Availability: You can remove availability for a whole day or days, by setting that day to ‘unavailable’ and clicking ‘update’. This will remove all availability from that particular day going forward. If you want to block out one particular day but retain availability for say 3 of the next 4 weeks on that day it might be quicker to use a synced Google calendar to delete the slots for that day in particular. Note that any booked consultations will remain in your diary. The only way to change these is to request your client reschedules the appointment using the button in the consultation log.
Bookings: When a client books a slot, your available slot will change to a slot that says “Expertible: Video Call with Client @ 10:00AM” this will also update in any synced Google calendar. This is in addition to receiving a confirmation email and the consultation now appearing in your consultation log.
Once you have created your slots you can check what will be bookable by your clients by checking the ‘Calendar Sync’ view or your synced Google calendar. The ‘Calendar Sync’ view will show all slots for a particular day, both booked and available. It currently does not provide any functionality to amend or delete specific slots. Your Google calendar will also show available and booked slots, but will also give you the ability to delete specific slots and have them removed from your ‘Calendar Sync’ view and therefore prevent them from being booked by a client. (see the FAQ on syncing a Google calendar for more detail).
Good to Know: Updating slots once you have synced a Google calendar takes a little more time to process. This can take up to minute to complete once you click ‘update’.
Good to Know: Currently if a client cancels or reschedules a slot they have with you then the original slot will not return to being available for other clients to book and it may create some rogue appointments in the calendar views for this slot time. The team are working to rectify this.
