This page of documentation helps you to use our tandem appointments feature. We currently offer quantity based and role based tandem appointments.
In this help doc we'll cover -
Quantity Based Tandem Setup
A service that is set up as quantity based tandem allows the user to set the number of staff required to host each appointment. Based on the number set for Tandem Quantity, the system will find a timeslot that has the appropriate number of staff members available to successfully host the appointment.
To add a new quantity based tandem service, you'll need to navigate to Settings > Services & Classes > Add New Service -
This will take you to the Add New Service page, where you'll need to check the box next to Tandem Appointment. When you do, you'll see the Tandem Booking Method field appear directly below, which has a dropdown menu where you can select Role Based or Quantity Based -
For this example, you'll want to select Quantity Based. When you do, the Tandem Quantity field will appear -
You'll need to enter the number of staff required for a tandem appointment here, and then click on the green Save Service button to add the tandem service -
Booking a Quantity Based Tandem Appointment from the Backoffice
To book a new quantity based tandem appointment, you'll need to navigate to Appointments > Add Appointment > Add Tandem Appointment -
You'll get taken to the page where you can set the fields for the appointment being added, and you will only see your tandem service options in the Service & Class dropdown. When you select a quantity based tandem service, the Quantity Required for this Service field will appear-
You are unable to edit this quantity while adding an appointment. When the appointment gets booked, you will see there is a (randomly selected) primary staff member listed in the Staff field on the left side of the appointment profile and the remaining required staff members get listed in the Additional Staff field on the right side of the page -
On the calendar view you will also see an appointment event listed for each staff member assigned to the tandem appointment -
Role Based Tandem Setup
A service that is set up as role based tandem allows the user to set up a number of different staff roles that will be required to host an appointment. These roles can be set up by navigating to Settings > Staff > Roles > Add New Role -
Once you click on this button, an empty field will appear under the Active Business Roles List, and here you'll need to enter the name of the new role and then click on the green Save button -
Once you have all of the staff roles added you'll need to assign the roles to staff on your account. To do this, you'll need to go the profile of an active staff and select a Role to assign to them -
To add a new role based tandem service, you'll need to navigate to Settings > Services & Classes > Add New Service -
This will take you to the Add New Service page, where you'll need to check the box next to Tandem Appointment and select Role Based -
Then you'll need to add a 'Primary Role Required for this Service' and any number of other 'Roles Required for this Service'. Note that the staff that is assigned the Primary Role will get listed in the Staff field on the left side of the appointment profile.
Booking a Role Based Tandem Appointment from the Backoffice
To book a new quantity based tandem appointment, you'll need to navigate to Appointments > Add Appointment > Add Tandem Appointment -
You'll get taken to the page where you can set the fields for the appointment being added, and you will only see your tandem service options in the Service & Class dropdown. When you select a role based tandem service, the Roles Required for this Service field will appear -
Once you have available staff to fill all of the required roles, you can add an appointment.
Additional items to consider while setting up tandem appointments on an account - Add the %OTHER_STAFF_EMAILS% email tag to the "To” field of your appointment emails so that all of the tandem staff will receive this notification.