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Manage your schedule

Updated over 3 months ago

Managing your resource planning is essential for :

  • avoid missing out on bookings: your virtual assistant will know at all times what is available for your future customers

  • avoid overbooking: under no circumstances will a booking be recorded if your equipment is not available

This is why elloha includes a precise schedule of all your resources and packages , which you can modify at any time to suit your requirements.

This schedule can be updated in two ways:

  • Manually: you increase or reduce the stock of resources available for a given day, hour or period...

    • directly, from your computer or tablet, via your elloha account

    • directly, from your mobile, via our free elloha application (available from Apple Store and Google Play)

  • Automatically: each time a resource is reserved as part of a package, its stock is updated (downwards) by elloha. Each time a reservation is cancelled, the stock of the same resource is updated (upwards).

1. In the main menu, on the left, click on Planning

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2. You can choose to view the schedule of your formulas (your commercial offers) or that of your resources (your equipment) by using the button in the centre of your screen

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3. Select the resource whose schedule you wish to view by clicking on it

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4. You can see, hour by hour(if you have defined specific times), the level of use of your resources:

  • in green, your resources are available at more than 50% of your stock

  • in orange, they are less than 50% of your stock

  • in red, your resources are no longer available

  • if there is a cross in a box, this means that you have not authorised the sale of formulas at this time on certain days

5. If you click on the given time and date, you can see the details of your schedule and modify your availabilities by using the "-" and "+" keys or by entering your stock directly in the number field. You don't need to save: your changes take effect immediately.

View of the same schedule but in "Formulas" mode:

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6. You can make quick changes to your stock levels using the Availability button on the right-hand side of your screen, in the Planning menu. This feature will enable you to manage changes to your availabilities more quickly, for both your resources and your formulas, over the period of your choice.

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If you have created groups of formulas, you can view the formulas group by group in your schedule.

By default, all the groups and formulas are displayed, but you can close the group or groups of your choice to make the schedule easier to read. Simply click on the name of the group in question.

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Special cases

If the package offered includes several days, elloha will check the availability of each day concerned when making a booking.

It is therefore important to check availability on all the days that may be affected by the booking.

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If this is not the case, the package cannot be offered for online booking.

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