The best time and team member, suggested as you book
Smart Schedule reads the address, the appointment type, and your team's day, then suggests open times ranked by who is free and whose other appointments are close. Pick one and it fills the form. It never books on its own.
Booking one appointment should not take three calendars
Booking one appointment should not take three calendars. The person on the phone checks who is free, then who is nearby, then hopes the answer holds. Smart Schedule does that check on the appointment form and leaves the decision with you.
Who is free?
You check one calendar, then another, while the client waits on the line.
trending_downThe client waitsWho is already nearby?
The closest team member is not obvious, so someone crosses town for a visit next to a colleague.
trending_downTime lost to travelWho knows the day?
The best answer lives with the most experienced person on the desk, and they cannot take every call.
trending_downQuality depends on who answersRanked by who is free and who is close
Smart Schedule reads the address, the appointment type, and your team's day. Each suggested slot carries a chip with the distance from that team member's prior appointment, so you can see the reasoning.
- checkOpen times for the day you pick
- checkDurations from 30 minutes to 6 hours
- checkTimeline and Map views
It suggests. You decide.
Pick a slot and the date, time, and team member drop into the form. You review it and save. Smart Schedule never books on its own, so you stay in control of every appointment.
- checkFills the date, time, and team member
- checkYou review before saving
- checkClose it and pick a time by hand any time
Everything a good booking decision needs
Open time suggestions
Pick a duration from 30 minutes to 6 hours and see the open times for that day.
Distance on every slot
A chip on the slot reads like "2 mi from prior job", or "No nearby job" when nothing is close.
Timeline and Map views
See the day as a timeline, or see your team's stops on a map.
Fills the form
Pick a slot and the date, time, and team member drop into the form.
From a blank form to a reviewed appointment
Turn it on
Switch on Smart Schedule in Settings, under Features.
Ask for suggestions
Start a new appointment, add what you know, and open Smart Schedule.
Pick and review
Pick a slot, review the form, and save. Nothing is booked until you do.
Smart Schedule is on Business and up.
It ships off, so turn it on in Settings, under Features. It suggests only, and you make every booking.
Built for any team that books around the clock and the map
Home health and mobile care
Book the next visit near the one before it.
Agencies and firms
Find the open time for an on-site client meeting without opening three calendars.
Field service and construction
See which team member already has an appointment nearby.
Suggestions built on the day your team already has
Smart Schedule is part of Genaya, so it reads the same schedule and team your booking desk uses.
Schedule
Open times come from the appointments already on your team's day.
Appointments
A picked slot fills the date, time, and team member on the form.
Questions teams ask before trying suggestions
No. It suggests only and never books on its own. Picking a slot fills the form, and nothing is booked until you save.
It shows how far the team member's prior appointment that day is from the new address, for example "2 mi from prior job". It reads "No nearby job" when there is none.
In straight-line miles. Smart Schedule does not use live traffic.
Business and up. It ships off, so turn it on in Settings, under Features.
Ready to book faster, with the final say?
Turn on Smart Schedule and let it suggest the next appointment. You still make the call.