Select the waiting client
Review the requested service and any technician preference.
Review the suggested technician
Check eligibility, availability and the turn total. A suggestion does not guarantee the person is ready.
Use Assign
Assign from the technician context. Confirm the correct client and service before the handoff.
Review the result
Check the client and technician state after assignment. If the response is unknown, refresh and reconcile before assigning again.
Handle exceptions deliberately
Use the appropriate skip, hold or pause option rather than assigning an unavailable person. Keep an explanation where the salon workflow requires one.
Use your salon’s released app and permissions. If the result of a change is uncertain, verify the record before repeating it.
Explore this workflow