As an Associate with both an Ad hoc and Open schedule, it’s important to understand these two schedules and how to use them when rebooking.
Ad hoc schedules
An Ad hoc schedule indicates potential availability - when Converge does a global search for availability of consultants, your availability may appear as potentially available.
Receiving a referral
Our Client services team will email or call you to confirm your availability and won’t be able to book the client until you confirm you are available at the clients' desired time and date for the appointment. In these instances, Converge will book the first session.
In some instances, our Client Services team will contact you with a referral for you to contact the client and organise the first session. In these instances, once you’ve established a potential first session time and date, you’ll need to contact the Client Services team to book the first session for you. Make sure you indicate that it’s the first session when contacting the Client Services team.
Open Schedules
An Open schedule (sometimes known as UP or Urgent Phone) indicates committed availability to Converge and doesn’t require the Client Services team to contact you and confirm you are available.
Receiving a referral
Converge can add new clients and existing client rebooking's to your open schedule with less than 24 hours notice (you’ll receive an email confirming a new booking). The bookings will only appear in the confirmed Open schedule times you have agreed to with Converge.
Selecting the correct schedule when rebooking
After the first appointment (which is booked by Converge) you’ll be managing the client's rebooking's for all future appointments, cancellations and no shows.
When rebooking any client (Existing client’s and ones referred to you from Converge) you are expected to rebook them in your “Open” schedule of availability first before your “Ad Hoc” schedule. When rebooking any client, use the “Rebook with me” option and after inputting a range of dates, Phoenix will show you a set of results for available slots in your “Open” schedule.