How do I make a booking Form and limit the technicians?

  • sunnynailspineycreek
    Asked on September 21, 2019 at 12:33 AM

    Hi,

    I'm looking for a booking form to let my customer book technician names (I have 6 techs), services, time and date. Each Service has a certain time duration, and they should not overlap if that tech is already booked at THAT time. Please let me know if it's possible and what booking would I need and how would I set it up. 

    Thanks in advance!


    Should look like the below:

    Enter your name (required): _______

    Enter your phone number (required): ___________

    Enter your email (optional): ______

    Pick your Technician (required): maybe drop down here and choose 1.

         I'd like for customer to have an option here, to choose a tech or not. If they do, the next customer that chooses should not overlap.

    Pick your Services (required): This should have a duration and should not allow the next customer to overlap the choices


  • Ashwin JotForm Support
    Replied on September 21, 2019 at 1:26 AM

    Yes it is possible to achieve your requirement. Can you please explain your requirement on how the technician will be available date wise and time slots on those dates?

    Do get back to us on this and we will try to help you with a demo form.

    We will wait for your response.

  • sunnynailspineycreek
    Replied on September 21, 2019 at 1:56 AM

    Hi Ashwin, thank you for the prompt response.


    We are open: M-F 9am-7pm. Sat 9am-6pm. Sun 10am-5pm


    Services:

    Manicure (45minutes duration),

    Mani-Pedi combo (75minutes duration),

    Waxing (10minutes duration),

    Acrylic (45minutes duration),

    Dipping Powder (45minutes duration)


    Technician 1 - available everyday

    Technician 2 - available everyday

    Technician 3 - available everyday

    Technician 3 - available everyday except for (Tuesday - she's off on Tuesday)

    Technician 4 - available everyday except for (Wednesday- she's off on Wednesday)

    Technician 6 - only work on Sunday


    I'd like a form for customer to choose these options, and that they will not be available if it's already picked for that particular technician.

    Thank you!

  • Ashwin JotForm Support
    Replied on September 21, 2019 at 3:38 AM

    Does that mean every services needs to be split in multiple time slot for each day? That will require several widgets to be added as you require as you want to limit the services with date and technician.

    We will wait for your response.

  • sunnynailspineycreek
    Replied on September 21, 2019 at 11:36 PM

    Not quite sure the definition of split. But each technicians can do all services. As long as one of them is booked for that particular service at that particular time, the customer shouldn't be allow to be book the same time. That goes for all techs. It's better to grey out the time that are booked. 

    Also, I think to make it easier, don't worry about technicians days off. We can just put their names in parenthesis (Off Sunday) for example. That just eliminates a widget.

    But then there's another issue - if one customer booked by phone (we write down the appointment time) and another booked by jotform, Jotform wouldn't know the appointment by time. Is there a way for us to input the appointment by phone into jotform to prevent customer making the same appointment through Jotform?

  • roneet
    Replied on September 22, 2019 at 1:32 AM

    Do you want something like this?

    1569130069form Screenshot 10

    I have made a Demo Form on your requirement:

    https://form.jotform.com/92640477166968

    I have used the Appointment slots widget. If any technician is not available for a day then you can make the count to 0 it will appear in the Form that he is not available on that day. Whenever a submission is made the count would decrease and it would be grayed out. In the future, you can make the availability of the technician again by putting a value against the day.

    How do I make a booking Form and limit the technicians? Image 21

    Let us know how this goes.

    Thanks.

  • sunnynailspineycreek
    Replied on September 22, 2019 at 1:47 AM

    Close! What about something for customer to select the time? 

    We are open: M-F 9am-7pm. Sat 9am-6pm. Sun 10am-5pm 

    Also, it gets complicated I suppose, if a customer booked tech 1 at 9am, a service that last 45minutes. She should be available for booking at 9:45 for something else...

    I'm currently trying to use something like this: https://form.jotform.com/92630423423146

    It works but the only problem is the time overlaps... if another customer booked the same time, we would have to contact them and change the appointment time; it is a hassle for sure.

  • roneet
    Replied on September 22, 2019 at 12:31 PM

    To prevent booking at the same time you can add another Appointment slots widget to define the time slots available. Here is a GIF:

    1569169428form Screenshot 10

    Let us know if you have further questions.

    Thanks.

  • sunnynailspineycreek
    Replied on September 22, 2019 at 8:18 PM

    If a customer picks for example, Friday, Manicure (45mins) at 9AM, for the 9am-10am slot, could another customer pick friday for 10-11am? or is the "1 left" meaning she's done for the day?

  • roneet
    Replied on September 22, 2019 at 9:25 PM

    If a customer picks 9 am- 10 am slot for technician1 then the option would be grayed out and the "1 left" text would get replaced with the "None" text so another user cannot pick this 9 am-10 am slot as it is already occupied but he can take any other slot timings other than 9 am-10 am slot. Also, note if another user selects technician 2 then the 9 am -10 am time slot would be available for him as the time specific to tech 2 is still not taken by any user.

    I believe you want the user should select a unique technician, a service related to that technician and a time slot specific to the same technician. So for each technician, you can have 3 Appointment slots widget(technician availability, time availability, service availability). Whenever a user selects a technician widget specific to him should be shown.

    Let us know if you have further questions.

    Thanks.