The professional accepts the request

Send each booking request to one team member at a time, with a deadline to accept — and what happens when nobody can.

In Agenda › Who confirms requests, bookings can be confirmed three ways: right away, by the front desk, or by the professional. With “The professional accepts”, each request the assistant books goes to one team member at a time, with a deadline to accept. The customer is confirmed only once someone accepts.

How it works

The customer asks for a time
The assistant holds the time as a request and tells the customer the confirmation comes in the same conversation. It never says who will attend before someone accepts (unless the customer chose the person).
One person gets the request
On their notice channel — WhatsApp or Telegram with Accept and I can't buttons, or e-mail with a link — and in My agenda, under “Requests for you”. Until they accept, they see only the customer's first name.
They accept, or pass
Accepted: the time is theirs, it goes onto their Google and the customer is confirmed. Can't, or no answer in time: the request goes to the next person.
If nobody accepts
You choose: release the time and tell the customer kindly, inviting another time (recommended), or let the front desk decide. Either way the team gets a task and an alert.

What you decide

Who is asked: whoever has the fewest bookings that day, one at a time in turns, or the order you set for each format.
How long each person has: one deadline at any hour, or different deadlines inside and outside opening hours. The step shows, hour by hour, how a request made tomorrow plays out.
How long before the booking to decide, and the least time someone has to answer.
When the customer chose the person and they can't: release, the front desk decides, or ask someone else only if the customer agrees.
Last-minute requests (no time to ask anyone): the front desk decides, or confirm right away. This choice is required.
Each service can have its own choice, on the Confirmation step of its sheet.

What needs to be ready

Notices to professionals turned on (Agenda › Professionals).
At least one person per service with a way to receive: WhatsApp, e-mail, Telegram or an account to see My agenda.
With official WhatsApp: the “A request for you” and “Request not confirmed” messages approved by Meta. The Messages step sends them and shows Meta's answer.

The setup screen shows on every step what is still missing, with a shortcut to fix each item. The Agenda also says when a service has requests that reach nobody.

On the Agenda

A request shows who it is offered to and until when, with a ring that drains as the time runs, and the order of who was already asked. The team can accept for the person (when they said yes by phone, for example), pass it to someone else, send it to the front desk or decline it and tell the customer.