Scheduling
This category will cover all scheduling topics.
- Overview
- Scheduling
🎥 Scheduling - Morning Routine
First thing in the morning, I go through the declined surveys and set them out, and also go through the overdue shops. Here’s a quick video of my morning routine:I like to approve ...
🎥 Approving Applications 🛍️
Join me as I walk you through my process for scheduling shops after receiving multiple applications. I show how I filter and prioritize applications based on shopper ratings and av ...
🎥 Handling Overdue Shops
Step #1 - Check to see if they are working on it with attachments and logged in either that day or evening before. If there’s an attachment, update the due date to the afternoon to ...
🎥 Administrative Decline (When a shopper doesn't want a shop anymore)
Here's a quick 2 minute video how to decline a shop when a shopper asks to remove it, or if it goes overdue and you don't get a response.
🎥 Part #1 Rescheduling Request - Checking for Conflicts
When a shopper asks to reschedule, the first thing you want to do is look to see what other shops are taking place around the date they want to change it to. Here's how to do that. ...
🎥 Part #2 Rescheduling Request - Updating Due Date & Planned Date
The shopper responded, and we agreed upon the 12th. Here's how we change dates. 1. Update the due date - Always put the planned date as the same day as the due date 2. Adjust the ...
🎥 Proactive Scheduling Part #1: Set for Opportunities
In this video, I explain how to notify shoppers about shops by triggering system notifications for opportunities. I show how to "trick" the system into thinking these are new shops ...
🎥 Proactive Scheduling Part #2: Send a Bulk Email
I walk you through the process of bulk emailing shoppers to increase engagement. I share my strategy for selecting recipients based on location and how to customize the email templ ...
🎥 Proactive Scheduling Part #3: Texting Shoppers for Difficult Shops
In this video, I demonstrate how to efficiently text shoppers for scheduling shops, focusing on a specific Hawaiian Bros shop in Yukon, Oklahoma, with a deadline approaching. I pro ...
🎥 Proactive Scheduling Part #4: Application History & Coverage Analysis
Looking at Application History & Coverage Analysis This can be effective when we are at the end of the month, and still trying to get shop scheduled.
🎥 Edit Blackout Definition on Already Released Shop Via Bulk Processing
I informed a shopper he could proceed on the 12th, but that conflicted with a blackout date I set. Since the shops are still 5 days apart, I’ll remove the blackout date to pr ...
🎥 Change Pay Rate
In this clip, I'm walking you through the process of changing the pay rate for a couple of shops. It's a short, one minute tutorial.
Change Due Dates for Shops Still Pending Applications
In this video, I'll share how to extend due dates for shops that are still pending applications, before I send a bulk email.
🎥 Opening on Behalf of a Shopper
Opening on Behalf of a Shopper Below is the process of opening a shop on behalf of a shopper when they can't submit. I demonstrate how to check for incomplete questions and ...
Deactivating/Removing Shoppers Upon Request
Quick video to show you how to remove shoppers when they asked to be removed from list.
Why Shoppers Cannot Select Dates for Shops
When a shopper messages that there are no dates available, it could be due to a blackout date definition or a rotation issue. Here's how to discover what the reason is.
🎥 New Shopper Unresponsive to First Assignment Texts
In this clip, I walk you through the process of reaching out to new shoppers who haven't responded to our text messages. Sometimes they may provide incorrect phone numbers or our t ...