Умное распределение клиентов и расписаний

I wouldn’t hire a PA just to preserve a broken process. If the issue is that clients are getting assigned and then all the scheduling happens manually over text, I’d fix that handoff first. Once someone gets assigned, they should automatically get the right booking options for that coach, with availability rules already built in. Then you can still keep texting for actual coaching communication without using text as the scheduling system. Calendly might be enough depending on how complicated your availability is. I’d try fixing the workflow before adding another person to manage it.

quick question first: are you assigning a client to a specific associate and then hunting for a time, or would any available associate do? those are different problems and only one of them is solved by a scheduling tool. if it's the first, plus you not being able to see what anyone is doing, then a plain calendly link won't fix it. what you want is pooled or round-robin booking, where the client books a service rather than a person and the system hands it to whoever is actually free. three ways to go: fastest: calendly teams with round-robin routing. one link per service type, each associate connects their own calendar. you're live in a day and you get the shared visibility immediately. cheapest: cal.com does the same round-robin behaviour for a lot less at 4+ seats, slightly more setu…