About Booking Agent   

Booking Agent provides increased flexibility and control over finding appointment openings for your clients, simplifying the booking of complex appointments by allowing you to set specific criteria and letting Meevo’s powerful Scan for Opening engine do the hard work for you.

• Book single or multiple clients.
• Categorize your appointment for ease of visibility.
• Scan for openings for multiple services and multiple employees.
• If you are unable to find a satisfactory appointment time for your client, you may add them to the Wait List, or track them as a Missed Opportunity.

What is Booking Agent?

Booking Agent utilizes Meevo’s Scan for Opening technology to locate openings for appointments with complex search criteria. For example, if a client wants to book three different services for three difference clients and wants those services to begin at the same time, you would likely use this feature to find openings...especially if your Appointment Book is mostly full. After you select an appointment from the list of results, the appointment is quickly and seamlessly added to the Appointment Book. Or, if no openings were found, you can quickly add it to the Wait List or mark it as a Missed Opportunity.

How do I enable Booking Agent?

Booking Agent is available in the MeevoXchange under Business Boosters.

Where in Meevo can I find Booking Agent options?

Go to the Appointments > Booking Agent section in Business Preferences to configure Booking Agent options. You can also use an Appointment Book filter to view all appointments that were booked via the Booking Agent / Call Center.

What happens if Scan for Opening returns no results?

If a scan returns no results:

• You can manually mark it as a Missed Opportunity.
• You can manually add the request to the Wait List.

Note that you can add the appointment as a Missed Opportunity or to the Wait List even if Scan for Opening returns results.