How to Let Clients Choose a Professional When Booking | PepoSmart

Learn how to let clients choose a professional when booking an appointment in PepoSmart. Create a team booking experience where customers select a specific staff member, consultant, provider or specialist before viewing available appointment times. What is a Choose a Professional event in PepoSmart? A Choose a Professional event displays your eligible team members before the appointment calendar. The invitee selects the person they want to meet and then sees only that professional’s available times. The appointment goes directly to the selected professional without rotation or automatic assignment. In this PepoSmart appointment scheduling tutorial, you’ll learn how to: • Prepare professionals as eligible team members • Enable the Host events permission • Configure availability for each professional • Create a Choose a Professional event • Add the event name, description and duration • Select one or more meeting locations • Add every professional clients can choose • Configure invitee details and booking questions • Test the professional-selection booking flow • Confirm that only the selected person’s availability appears • Understand what happens when the invitee reschedules How does professional selection work? The professional-selection step appears before the calendar. After the invitee chooses a professional, PepoSmart applies that person’s working hours, time zone, minimum notice, buffers, time off, existing bookings, meeting limits and connected-calendar conflicts. The appointment remains with the chosen professional. PepoSmart does not rotate the booking, prioritize another host or automatically assign someone else. If the invitee reschedules, the same professional remains selected and the invitee chooses a new time from that person’s current availability. Choose a Professional scheduling is useful for: • Consulting and advisory teams • Law firms and attorneys • CPA and accounting firms • Clinics and healthcare providers • Coaching centres • Salons and personal-care businesses • Agencies with multiple specialists • Any service business where clients have a preferred professional Calendar connections are optional but recommended because they allow PepoSmart to check for conflicts created directly on each professional’s connected calendar. If the event uses video conferencing, every selectable professional needs the required video connection. Choose a Professional differs from Round Robin scheduling. Choose a Professional lets the client decide who receives the appointment. Round Robin automatically assigns one eligible host. Chapters: 00:00 What Choose a Professional means 00:29 Prepare eligible professionals 00:56 Set each professional’s availability 01:35 Create the Choose a Professional event 02:04 Select professionals and configure the form 02:39 Test the professional-selection booking flow 03:07 Reschedule with the same professional Create an appointment booking page where clients can choose who they meet: https://peposmart.com Related PepoSmart tutorials: Appointment Availability and Scheduling Rules    • How to Set Appointment Availability & Sche...   Calendar Integration    • How to Connect Multiple Calendars and Avoi...   Connect Google Meet, Zoom and Microsoft Teams    • How to Connect Google Meet, Zoom & Teams |...   Round Robin Team Scheduling    • How to Set Up Round Robin Team Scheduling ...   Subscribe for more PepoSmart tutorials covering appointment scheduling, team booking, online payments and AI meeting intelligence. #AppointmentScheduling #OnlineBooking #PepoSmart