Creating and managing bookings via Call Center

Personal Booking Links

Locating bookings and customers

Resolving conflicting shift patterns

Locations overview

Creating pre and post appointment questions

Changing the staff member or resource on an upcoming booking

Adding attendees to existing and upcoming bookings

Rescheduling and canceling bookings

Blocking out time on the calendar

Creating appointment bookings

Calendar overview

Parent and Child level overview

Using Check In for appointments

Editing and removing staff members

Configuring availability by method

Creating staff members

Creating and managing staff availability

Creating availability for multi-location staff

Creating and editing Services

Private services

JRNI Updated 5 months ago by JRNI

What are private services?

Private services are exclusive VIP services that are not visible on the general customer journeys, catering to the needs of high-value buyers & customers.

They are introduced alongside the new "Visibility" type setting for services.

Who can book private services and how?

There are three different ways in which private services can be booked:

As a staff member in Studio
Staff can select the service when booking an appointment in Studio. The services will be labeled as private in the service dropdown to avoid any confusion

Call Center Users will also be able to book the service in the call center booking journeys.

With a direct link
Private services will have an automatically generated direct link that can be shared with customers (e.g. via email) to book. The direct link is available on a staff's profile (Direct Link tab) once a staff has been assigned to a service (What&Where tab). Direct links are shortcuts that have location, staff and service pre-selected so that the customer can go straight to the calendar step and select a suitable time.
Read more about direct links here
With a personal booking link
If the Visibility type is set to "Private & Personal Booking Link" the service will be shown on all personal booking links for staff that are assigned to in (in the What&Where tab). Personal booking links are unique to a staff and show all services for all locations that a staff offers/works at. They are found on the staff profile (Details tab).
If visbility type "Private" was selected, the service will not appear on personal booking links.

Read more about personal booking links here

Services set to Private or Private&Personal Booking Links are also available as services that can be added/used for Events or for Queuing and Ai-Powered automation templates.
They can also be deep-linked into.

Bookings made for disabled service before turning on the shard settings will be allowed for rescheduling.

How can I create a private service?

To set the visibility type of a service, please navigate to the service profile.

The options available here are:

Visibility Type	Description
Public	Service is bookable via all flows and on the public customer journeys.
Private	Service is bookable via staff in Studio, direct links, private links, deeplinks, call-centre journeys, Events, Queuing
Private & Personal Booking Links	Service is bookable via staff in Studio, personal booking links, direct links, private links, deeplinks, call-centre journeys, Events, Queuing
Disabled (as a checkbox option underneath)	Service is FULLY disabled and no longer bookable on any given flow or deeplink

Please note : If you enable visibility types all services that have been previously set to disabled will then be transfered to the new FULLY disabled services (no deeplinking possible). If you wish to make these bookable, please change the visibility type to private.

How to roll back from turning this feature on?

Turn off the shard settings, set it to false/null.
Impact of turning off the shard settings:
1. Services which were set to private or private_and_personal_booking_link will start acting as “not disabled” services and they will start being listed in public journeys.
2. To handle this case before turning off the shard settings, we will have to make sure the private services are also set to disabled because we don’t want them to be listed for public.

How can I enable this feature?

Please speak to your Customer Success Manager who can support you with enabling this feature.