Introduction

The Sales Gallery (Noble) Booking service is developed to allow our channel managers to make
appointment on behalf of agents and clients with our local sales team member. Local sales team leader
will be able to manage their team member’s roaster and services provided, to avoid double booking,
digitized booking procedures and keep a standardized record for other follow up measurements.

Sales Gallery Booking – Click Here

Initial Setup
The whole service setting can be break up into 3 main parts:
 Business Information
 Staff
 Services
Business Information
This part allows you to enter the business details, logos, terms& agreements and most importantly the
business hours – which you may reuse the business hours in the future services and staff settings.

The business hours default as 9:30 AM to 6:00 PM from Monday to Sunday. The time-zone is based on GMT+7 (Bangkok
time). You may adjust it if there you are applying the services in different country or with different business hours.
Staff
The session allows you to manage the service provider (team leader and members).

Besides each staff, you can perform Edit information by pressing the 🖊 icon or
Remove a staff by pressing the 🗑 icon.

Once you removed a staff with assigned appointment, those appointments will be automatically changed to ‘un-
assigned’.

In each staff information tab, you can edit their contact information, roles, alert settings and
personalised working hours, or you can just stick the staff’s working hours to the business hours set in
previous session.
Here as an example, Liwen as the team leader of the whole Bangkok local sales team, she will be
assigned in every service but she has no working hours available so the system would NOT auto-
assign any viewing or services to her.

Yet the system administrator will still be able to assign an appointment to Liwen even there are no available timeslot.

The calendar availability is connected to the staff’s own outlook calendar, so it will block any
appointments made those conflicts with existing scheduled events, or meetings.

Services
You can create different services type and assign to different staffs. Any new appointment of the
service will be automatically assigned to the staff with available timeslot. If there are no staff
available at a timeslot, it will turn into grey, and the client won’t be able to select.
There are some useful constraints to be adjusted in each service created:
 Duration
Allows to adjust the time consumed for each service and block the relative timeslots once a booking have
been confirmed.
 Buffer time
To set a buffering time before and after a service have been provided, in case the service provider needs to
take time travelling to different destinations or prepare materials before providing different type of
services.
 Assigned Staff
You will see a list containing all staffs created in previous session. Only selected staff will be able to be
assigned by the system to this service.
 Booking Information
The form will ask for contact information when a client submit a reservation. You can set which field is
compulsory to make sure you will be able to reach out to the client.
 Customer Questions
You can create manual questions for specific services. For example, ask a client to confirm if they have
allergy to any ingredients, if you are providing a dinning booking.

An e-mail will be sent to both the assigned staff and customer’s registered e-mail address as a
confirmation. You will also be able to set a reminder e-mail on a specific timeslot for the assignee and
customer. You can disable this function anytime.

Specialised Setting
The events are duplicated by A, B team. The assigned staffs on each event are different and there is a
customer questions for the channel manager to choose the project visiting site. If a CM made an
appointment to visit project BE19, she will have to select the service [Site Visit (Team B)], so that
this appointment will only assign to either Yim or Catherine, depending on their availability.