Know who to assign before you assign them
Team Performance Scores turns each member's history into a score from 0 to 10, built from close rate, non-cancel rate, and ticket. On a new appointment, your team sorts from best to worst.
Who should get this appointment?
Who should get this appointment? Most of the time that is a guess, or whoever comes to mind first. The history that answers the question is already in Genaya, so the score puts it next to the name at the moment you choose.
Assigning is a guess
The person booking picks the name they know best, not the one with the best record.
trending_downGood work goes unseenThe numbers are somewhere else
Close rate and cancellations sit in a report nobody opens while booking.
trending_downHistory goes unusedEveryone has a specialty
The best person overall is not always the best person for this type of appointment.
trending_downThe wrong matchThree inputs, one number
The score comes from close rate, non-cancel rate, and ticket. The number of appointments is not an input, so a newer member with a strong record can rank above a veteran.
- checkClose rate
- checkNon-cancel rate
- checkTicket, compared with your team
The best match rises to the top
On a new appointment, your team sorts from best to worst. Pick an appointment type and the list re-ranks for that exact type. Members with no history show New.
- checkSorted on new appointments
- checkRe-ranks by appointment type
- checkNew members show as New
Everything you need to assign with confidence
A score from 0 to 10
Close rate, non-cancel rate, and ticket become one score for each team member.
Sorted on new appointments
On a new appointment, your team sorts from best to worst.
Re-ranks by type
Pick an appointment type and the list re-ranks for that exact type.
New members show as New
A member with no history yet shows New instead of a score.
From a guess to a ranked list
Turn it on
Switch on Team Performance Scores in Settings, under Features.
Start a new appointment
Open the team picker and the list sorts from best to worst.
Pick a type
Choose an appointment type and the list re-ranks for that exact type.
Team Performance Scores is on Business and up.
It ships off, so turn it on in Settings, under Features. Scores show when you assign work.
Built for any team where the right match matters
Clinics and practices
See each provider's close rate and cancellations as you assign.
Agencies and firms
Compare your team by close rate and ticket on a new engagement.
Field service and construction
See who has the track record on this appointment type.
Your history, at the moment you choose
Team Performance Scores is part of Genaya, so it reads the appointments your team already handled.
Appointments
The team picker on a new appointment sorts from best to worst.
Smart Schedule
A suggested slot can show the team member's score.
Questions teams ask about the score
From three things: close rate, non-cancel rate, and ticket, which compares a member's average ticket with the top average on your team. The number of appointments is not an input to the overall score.
The member has no history to score yet, so they show New and sit at the end of the list.
On new appointments only. An appointment you already created can show the scores, but it does not sort the list.
Yes. Pick an appointment type and the list re-ranks for that exact type.
Business and up. It ships off, so turn it on in Settings, under Features.
Ready to assign on the record?
Turn on Team Performance Scores and see your team ranked on your next new appointment.