What are "Service Hours" and "Calendar"?

Service Hours and Calendar as New Features of PRO360 Promotion Service

The main purpose is to prevent automatic quoting for promotion services during unavailable service hours, reducing wasted quoting costs. By using service hours and calendars, you can conveniently manage your available service hours and have more flexibility in managing your matching criteria.

When selecting the option "Use company service hours", promotion services (including automatic estimation and appointment scheduling) will not match tasks outside your business hours.

This article will introduce the functionalities of "Service Hours" and "Calendar."

Outline:

• What are Service Hours and Calendar?
• What are the benefits of using them?
• Can different projects have different service hours?
• Can service hours be adjusted at a time?
• Will all project matches be affected once set?
• Can clients see my service hours and calendar?
• I have two companies under my account. Is the calendar shared?
• How do you avoid urgent or long-term jobs?
• How to set up servicing only one client within the same time slot?
• Why am I still matched with tasks outside of service hours?

What are Service Hours and Calendar?

• Service hours refer to the hours during which you can provide services, similar to the operating hours of your company. When projects utilize service hours, the "Promotion Service" will only match tasks within the specified time and working conditions, avoiding contact fees for unavailable service hours.
• If you have scheduled appointments or temporary unavailability during your operating hours, you can add "Service Suspension Periods" to the calendar.

What are the benefits of using them?

• Service Hours:
  • Set business hours to avoid matching tasks outside of operating hours.
    By enabling service hours for each project, promotion services will only match tasks that fall within your specified service hours.
    Allows for more precise matching criteria by setting parameters such as the number of clients that can be serviced simultaneously and the advance notice required for appointments.
• Calendar:
  • Temporarily suspend service during specific periods to avoid matching tasks when unavailable.
    By setting calendar events for periods such as health check-ups or travel, the "Promotion Service" will avoid unnecessary contact fees by considering your availability.

Can different projects have different service hours?

• Different projects under the same company cannot have separate service hours. However, you can choose whether to enable or disable service hours for each project.
• If you need to set different service hours for individual projects, it is recommended to create a new company profile and group projects with the same service hours under that company. Please read about setting up different companies for different services to learn more.

Can service hours be adjusted at a time?

• Yes, you can adjust the service hours for your company at any time, and the promotion service will match tasks that fall within the updated service hours.

Will all project matches be affected once set?

• Before setting service hours, tasks already matched through the promotion service will ignore time conditions. Please set the service hours for your company to match tasks within your working hours.
• For newly added projects, the default setting is not to use service hours, meaning task service times are not considered for matching. However, manually added calendar events will still be taken into account. You can choose which projects will use the company's service hours freely from the project management interface (some projects may not support service hours).

Can clients see my service hours and calendar?

• Clients can view your company's service hours from your expert profile.
• However, the calendar is only visible to you, and clients cannot browse your future schedule.

I have two companies under my account. Is the calendar shared?

• Each company under your account has its independent calendar, allowing you to manage schedules for each company more easily.

How do you avoid urgent or long-term jobs?

• You can set "How many days after the appointment date should the service date be?" and "How long should the customer request be within?" under "Other Settings" on the company service hours page. The system will automatically match customers who meet your criteria, avoiding tasks that are too urgent or too far in the future.
• For example, if you set "Service date should be at least one day later" and "Customer requests should be made within two weeks," and the current date is January 1st, the promotion service will match tasks with service dates between January 2nd and January 15th.

How to set up servicing only one client within the same time slot?

• In the "Other Settings," you can specify "How many customers can be served at the same time?" When the number of appointments for a specific time slot reaches the set limit, the promotion service will no longer match tasks during that time slot, and the reserved clients will need to select an available time slot.

Why am I still matched with tasks outside of service hours?

If you are experiencing this situation, please follow these steps:

• First, ensure your project has set service hours (choose "Tasks must be within service hours"). If you haven't set service hours, the task's service time won't be considered as a matching criterion.
• If the consumer hasn't specified service hours, the calendar and company's service hours won't be excluded. In this case, you need to go to "Working Conditions" to exclude these types of cases.

Other related articles:

• Tutorial: Setting Service Hours

• Tutorial: Calendar Settings