A short tutorial (video transcript) by SalesVu Technical Support demonstrating how to book multiple services with multiple employees simultaneously using the SalesVu management portal and the Welcome by Sales (app). It walks through required configuration steps (employee schedules, service assignments, and matching resources/rooms) and shows an example booking combining a classic manicure and a hot stone massage at the same date/time with different employees.
Hi. Today we're going to show you how to book multiple services with multiple employees at the same time. There are several configurations that need to be properly set up before using this feature. Using the SalesVue management portal, you will want to ensure that the employees are scheduled to work for a specific period. Next you want to go to products and services and we're going to configure the services with the employees and a resource that will match. Here you can see that Doroda and Luisa are assigned and they want to make sure that the room 7 and 8 is also checked off. Now looking at the classic manaker, we're going to go ahead and make sure that the same configuration is set up as well. So here you can see the same employees are set up as well as room number seven and eight. Now opening the welcome by Sales Review app. We're going to touch on appointments. Touch on the plus icon next to appointment services. You can go ahead and do a classic manicure. We're going to select Louisa. October 31st at 9:30am Go ahead and add your customer. Here you will see that we added a classy Medicare. At 9:30am Touch on. Add more services. Select the hot stone massage. In here you can choose a specific employee. Otherwise you can do any staff member and it will automatically assign one for you. Now we'll select the same date. Oct 31 at 9:30am Here you can see that there's two different services with two different employees at the exact same time. If everything looks okay. Okay. Touch on. Continue to finalize the appointment. Thanks for watching. Please let us know if you have any questions.