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Offer

Easily offer appointments to interpreters by email.


How to Use It:

The offer button sits next to the list of interpreters when looking at an appointment. Please note currently the offer button is only displayed after the appointment is initially created.

Offering To All Interpreters

If you select - All Interpreters - and click offer, it sends offers to everyone on the list (qualified interpreters) that are available. Bookings, weekly availability, and vacations will stop the offer from going to the interpreter.

Offering To a Interpreter

Select an interpreters name then click offer. The interpreter will receive an offer, it will not be blocked based on their availability. You'll notice the drop down list automatically changes their name back to - Any Interpreter - to keep that interpreter from being appointed if Save is clicked.

Tracking Offers:

  • Will display a - (Offered) next to the interpreters that have been offered and haven't responded.
  • If the interpreter accepts - (Offered) changes to - (Accepted).
  • If the interpreter declines - (Offered) changes to - (Declined).

Three Potential Blocks When Interpreters Accept:

  • The appointment was already accepted by a different interpreter.
  • The interpreter has appointments pending billing n day(s) old. The n in this case is set by the agency and is called the 'Billing Threshold'.
  • Acceptance would create an overlap with another appointment.

How to Customize It:

Navigate to Settings => Notifications => Email When Offered, from this page customize the email to meet your needs. There is an 'Auto Appoint First Acceptance' switch that will automatically appoint the first interpreter to accept the appointment offer.

Agency

Appointments

Day Grid

Provides sortable and filterable details for a given day with a small calendar provided to switch between dates.

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Week

Displays appointments in a list format by week. Columns are filterable and sortable.

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Month

Monthly Calendar showing daily volumes, quantities unappointed, and quick links to some appointments.

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Day Visual

Displays appointments in a visual view by interpreter. See time marked off and clickable appointment bubbles.

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Billing Period

Displays appointments in a list format by billing period. Columns are filterable and sortable.

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Search

Search for appointments.

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Appointment Fields

Appointment specific details.

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Unassigned

See a list of future appointments that are not appointed to an interpreter.

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Offer

Easily offer appointments to interpreters by email.

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Future

See a list of all future appointments.

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Timeline

A timeline of appointments ordered vertically by when they occur.

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Distributing Appointments

There are three major ways of distributing appointments to interpreters.

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