Routing
Routing in DitCal enables you to intelligently distribute and manage your bookings, ensuring that appointments are assigned to the right team members based on predefined rules. Whether you have a team of schedulers or need to allocate meetings based on specific criteria, DitCal’s robust routing features streamline the scheduling process and enhance team collaboration.
1. What is Routing?
Routing refers to the automated process of directing incoming bookings to appropriate team members or resources based on set criteria. This ensures efficient management of appointments, minimizes scheduling conflicts, and optimizes the use of your team’s time and expertise.
2. Key Features of Routing
Conditional Routing
Route bookings based on dynamic conditions and custom criteria tailored to your business needs.
Criteria-Based Assignment: Assign appointments based on factors like location, service type, or client preferences.
Flexible Conditions: Combine multiple conditions to create complex routing logic.
Custom Routing Rules
Create bespoke routing rules that align with your unique scheduling requirements.
Rule Creation: Define specific triggers and actions for routing bookings.
Rule Management: Easily edit, enable, or disable rules as your scheduling needs evolve.
3. How to Set Up Routing
Step 1: Navigate to Routing Settings
Log in to your DitCal dashboard.
Click on Routing in the sidebar.
Step 2: Choose a Routing Method
Select the routing strategy that best fits your needs:
Round-Robin
Priority Routing
Conditional Routing
Step 3: Define Routing Rules
Depending on the chosen method, set up the necessary parameters:
Round-Robin: Select the team members to include in the rotation.
Priority Routing: Assign priority levels to team members and define the criteria for each level.
Conditional Routing: Specify the conditions and corresponding team members or resources for assignment.
Step 4: Save and Activate
Review your routing settings.
Click Save to apply the routing rules.
Toggle the Active switch to enable routing.
4. Managing Routing Rules
a. Edit Routing Rules
Go to Routing.
Click Edit next to the rule you want to modify.
Update the necessary fields and click Save.
b. Enable or Disable Rules
Enable: Activate a routing rule to start directing bookings based on its criteria.
Disable: Temporarily turn off a routing rule without deleting it.
c. Delete Routing Rules
Navigate to Routing.
Click Delete next to the rule you wish to remove.
Confirm the deletion in the prompt.
5. Advanced Routing Options
a. Integration with Team Availability
Ensure that routing respects each team member’s availability by syncing with their calendars:
Calendar Sync: Integrate with Google Calendar to automatically block out booked times.
Real-Time Availability: Routing only assigns bookings to team members who are available at the requested time.
b. Handling Overflows
Manage peak times and high-demand periods with overflow routing:
Secondary Assignments: Define backup team members to handle excess bookings.
Automatic Escalation: Automatically route bookings to additional team members when primary routes are fully booked.
c. Reporting and Analytics
Monitor the effectiveness of your routing strategies:
Booking Reports: Analyze how bookings are distributed among team members.
Performance Metrics: Track key performance indicators such as response times and booking volumes.
6. Use Cases for Routing
a. Distributing Appointments Among Team Members
Ensure that no single team member is overwhelmed by evenly distributing bookings, enhancing team productivity and satisfaction.
b. Assigning Based on Expertise
Route specialized appointments to team members with the relevant skills or experience, ensuring high-quality service delivery.
c. Handling High-Demand Periods
Manage busy times efficiently by automatically allocating excess bookings to available team members or alternate resources.
d. Priority Client Management
Ensure that high-priority clients are always assigned to your top team members, maintaining strong client relationships and satisfaction.
7. Tips and Best Practices
Regularly Review Routing Rules: Periodically assess and adjust your routing rules to align with changing team dynamics and business needs.
Utilize Conditional Routing: Leverage conditional routing to handle complex scheduling scenarios and improve appointment allocation accuracy.
Monitor Performance: Use DitCal’s analytics tools to track routing effectiveness and make data-driven adjustments.
Communicate with Your Team: Ensure that all team members are aware of the routing rules and understand their roles in the scheduling process.
Optimize Availability Settings: Combine routing with well-defined availability to maximize scheduling efficiency and minimize conflicts.
With DitCal’s advanced routing capabilities, you can automate and optimize your scheduling process, ensuring that bookings are managed efficiently and effectively. Whether you’re coordinating a small team or managing a large organization, Routing in DitCal provides the flexibility and control you need to streamline your appointment management.
Support and Feedback
We’re here to help! If you have questions or need assistance, reach out via:
Email: [email protected]
Community Forum: Share ideas and tips with other users.
Thank you for choosing DitCal – start scheduling smarter today! 🚀
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