Getting Started with Autofill Agent
When you first log into REACH your Category Cards will already exist and by default, they have been configured and activated by the REACH AI. Category Cards will contain all services and providers related to a service category based on the information pulled in from your scheduling system. REACH AI has already optimized settings based on powerful business intelligence.
Please note that your Autofill Agent is built in an Optimized setting initially. The AI is designed to generate the maximum amount of revenue for your business. While you do have the ability to customize service cards and campaigns somewhat we recommend allowing the AI to run as designed under Optimized – at least for the first 30 days or so – before making any changes.
Edit Category Card
Your Category Cards will automatically be set to Optimized, this means that the REACH AI has determined the best settings and applied them in advance. If you decide to override these settings, then click on Personalize inside the Category Card to edit.
Editing Included Services/Providers
Remove services/providers by clicking on the “X” located to the right of the provider/service.
You can also add services/providers by clicking on the “+” symbol and selecting the name from the list.
To edit the default settings, switch to Personalized. The incentive will spread the maximum percentage amount evenly through the number of days you indicate.
Editing Time Exclusions
Time exclusions are designed to allow you to decide what days and times you do not want to offer an incentive on your services. If you are closed on Sundays, you do not need to exclude that day as REACH already knows your business hours and will adjust accordingly.
We recommend that you use this feature sparingly, as removing times or days from your allowed incentives will decrease the amount of available last-minute appointments that can be booked and will potentially decrease your long-term success and revenue.
To add a day and time to be excluded, select the day of the week, start hour and end hour. If you want to add more exclusions, click the “+” to add additional days and times.
Don’t forget to click Save Changes to commit your changes.