You can set up tasks for employees so that employees keep track of all their action items in relation to guests. This goes a long way in ensuring the smooth running of your business. Further, you can choose whether Zenoti should create tasks for employees (usually, providers) automatically such as say, when guests do not come in for their scheduled appointments or when guests cancel appointments. In both these cases, the task is for the provider to call such guests and schedule appointments at the next convenient date. 

Providers can also create their own tasks - but in relation to a guest. They can track the progress of the tasks, set up completion dates and more. 

To set up tasks for employees

  1. Ensure that you are at the organization level. 
  2. Go to Admin > Organizations > Organizations > Settings > General.
  3. Select the checkbox, Enable Tasks to allow employees to create tasks for themselves. You will see more options after you enable this checkbox. 

    a) No Show: Select this checkbox if you want Zenoti to auto create tasks for                      providers when guests do not come in for their scheduled appointments.
    b) Appointment Cancellation: Select this checkbox if you want Zenoti to auto                    create tasks for providers when guests cancel their scheduled appointments.
    c) Membership Expiry: Select this checkbox if you want Zenoti to auto create tasks            for providers when a membership is nearing expiry. You can further configure                when you want to create the task for follow-up - before or after a membership              expires. See the above screenshot for details.
    d) Package Expiry:  Select this checkbox if you want Zenoti to auto create tasks for           providers when a package is nearing expiry. You can further configure  when you          want to create the task for follow-up - before or after a package expires. See the          above screenshot for details.

 4. Click Save.
     The following takes place:

     a. Providers (or employees) can view the Tasks menu option under My                                Dashboard > My Profile. Employees can create tasks for themselves, update                details such as task status, due date, and priority. They can also view tasks                    assigned to them by others and tasks that are auto-created and assigned  to                 them in the event of a no-show or a cancellation. Learn more

Employees who have access only to the Appointment Book must navigate to My Dashboard from the bottom panel (and they can view the Tasks menu option under My Dashboard > My Profile). 

b. The front desk can view the tasks of the employee from the Task tab in the guest           profile. This is useful if the front desk wants to check if the provider followed-up           with the guest on a canceled appointment, for example, and the status of such             tasks. Learn more

See Also

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