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Assign a directory profile to an appointment
Assign a directory profile to an appointment

Keep the person that booked the appointment informed on who they're meeting with. We'll show you how to get this setup.

Jordan Gilman avatar
Written by Jordan Gilman
Updated over a week ago

Peoplevine Schedulers allows people to book a one-on-one time with a mentor, consultant, professional, technician, etc. but some times, the one-on-one may be with someone from a pool of people.  By leveraging the Directory, you can easily assign a specific person to a booked appointment.

Within this tutorial, we will show you how to setup a profile for someone to manage their own front-facing profile, their own hours of availability and to see what's next. You will be working in a few components:

  • Directory - this is where you will setup the trainer/mentor (and assign some access)

  • Scheduler - this is the appointment scheduler where you will allow them to add and manage their own availability

  • Portal - this is where they login to manage what they have access to

Adding the Trainer/Mentor to the Directory
The directory becomes their public facing profile, allowing members to find them by filtering down to them.

  1. Go to Sell > Directory and register a new business

  2. Assign their CRM record to the directory profile to give them access

Setup the Scheduler for booking
While setting up the scheduler, assign it to a directory profile allowing them to view and manage this appointment, but also allowing you to assign a representative.

Assign Contacts to the directory profile
In order to assign a rep to the appointment, the rep needs to be a contact at the directory profile.  Get there by going to the profile and clicking on View/Assign Contacts.  You can then add the contacts to be assigned.

Alternatively, you'll also get a popup to remind you.

Assign the Rep to the appointment
Now that an appointment is booked, you can assign a rep by clicking on Assign Contact under the Assigned To profile when on the booking confirmation screen.

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