Admin - Architect Availability

Admin Preferences – Manage Availability and Onboarding Details

Admin preferences centralize key settings, ensuring that onboarding details are accurately reflected and architects can conveniently manage their availability for leads.

Architect Availability – Easy Scheduling

• Architects can set their available slots from Sunday to Saturday, allowing leads to select meeting times that fit both schedules.

Accessing the Availability Link

1. Click Settings in the top-right menu.
2. Select Preferences from the dropdown.
3. Navigate to Admin in the left panel to access availability settings.

Managing Time Slots

• By default, slots are available for all days from Sunday to Saturday.
• To add or adjust time slots for a specific day, click here and specify the desired time range.
• Click the tick to save the slot.

Pro tip: Regularly updating time slots ensures leads always see the most accurate availability, improving scheduling efficiency.

Editing Time Slots – Manage Availability with Ease

• Click on the Edit option to modify existing time slots.
• Make the necessary changes and click Save to apply updates.

Date-Specific Time Slots

• Select any date and confirm its unavailability.
• Dates marked as unavailable will not appear as available slots in links or lead capture forms.

Set Availability

• Restrict or adjust availability for a specific day, even if general slots are already set.
• When a link is sent to a lead, the updated availability will be reflected based on these settings.

Meeting Preference

• By default, only one lead can book a time slot.
• To allow multiple leads to book the same slot, specify the number of available slots.
• Click to set the number and Save the changes.
• Edit preferences anytime by clicking and saving the updates.

Viewing Architect Availability

• Go to the Top-Right Settings > Preferences > Admin to view current availability.

Pro tip: Regularly update time slots and meeting preferences to prevent double bookings and provide accurate availability to leads.

 Edit Admin Availability

• You can edit the admin’s availability directly from the Preferences > Admin section.

• Make the necessary changes to time slots or meeting preferences and click Save to apply.

You can mark a date as unavailable, even if you have already scheduled some slots.

Deleting a Time Slot – Quick Access

• To remove a time slot, follow these steps:

Accessing Admin Preferences

1. Click Settings in the top-right menu.

2. Select Preferences from the dropdown.

3. Navigate to Admin to manage and delete time slots.

Pro tip: Double-check the slot before deleting to avoid accidentally removing availability for leads.

2. Click on "delete" button.

Deleting a Time Slot – Completing the Action

• In the pop-up that appears, enter the reason for deleting the time slot.
• Click Yes to confirm and remove the slot.

Pro tip: Providing a reason helps keep a record of changes and ensures transparency in scheduling management.

2. Click on "edit" button.

Editing a Time Slot – Updating the Timing

• Adjust the timing as needed in the slot.
• Click the tick button to save your changes.

Setting Meeting Preferences – Quick Access

• To specify your meeting preferences, follow these steps:

Accessing Admin Preferences

• Click Settings in the top-right menu.
• Select Preferences from the dropdown.
• Navigate to Admin to set or adjust meeting preferences.

Pro tip: Defining clear meeting preferences helps leads to scheduling appointments smoothly and according to your availability.

Setting Meeting Preferences – Completing the Action

• Enter your desired meeting preference.
• Click Update to save the changes.

Pro tip: Keeping your meeting preferences up to date ensures that leads can schedule appointments efficiently and according to your preferred settings.