Assigning subjects to Agents

Overview

The Administrator sets up the subject groups and subjects that customers can book appointments for. As an Office Manager, you control which Agents in your office can offer appointments for each subject.

Assigning subjects

1. 1
   Go to the Team tab.
2. 2
   Select your office.
3. 3
   Go to Scheduling > Assignments tab.
4. 4
   You will see a grid with Agents listed along one axis and subjects along the other.
5. 5
   Use the toggle buttons to enable or disable each Agent-subject combination.
6. 6
   Click Save.

Selecting all subjects

To quickly assign all subjects to an Agent, use the Select all option at the top of the Agent’s column. This enables every available subject for that Agent.

Agent Prioritisation

When Agent Prioritisation is enabled, the assignment grid shows drop-downs instead of simple toggle buttons. This allows you to set priority levels for each Agent-subject combination, influencing which Agents are offered first to customers.

1. 1
   Go to the Team tab.
2. 2
   Select your office.
3. 3
   Go to Scheduling > Assignments tab.
4. 4
   Use the drop-downs to set the priority level for each Agent-subject combination.
5. 5
   Review your changes.
6. 6
   Click Save.

Agent Prioritisation must be enabled by your Administrator. If you do not see priority drop-downs, contact your Administrator.