A temporary transfer sends a therapist to another branch for a set time: they are locked at their home branch while away, open to bookings again when the time is up, and you can extend the visit or recall them early.

The scene below is a typical one, not a single named customer.

The therapist who is booked in two places

The second branch is fully booked, so a therapist from the main branch goes over for the afternoon. Back at the main branch, the diary still shows her free, and a customer books her for 3 pm. Now two branches are counting on the same person.

Why it happens

  • The move is agreed verbally and never written into the schedule.
  • The home branch keeps selling her time.
  • If the visit runs long or ends early, nobody updates anything.

Temporary transfer: locked while away

With Zennly, you transfer the therapist to the other branch for a set length of time. For that time she is locked at her home branch, so nobody can book her there while she is away. When the time is over, she opens up for bookings at her home branch again, with nothing to switch back by hand. The branch receiving her gets a notification, so the front desk can plan the day. See staff scheduling and transfers.

Plans change: extend or recall

Visits rarely end exactly on schedule. You can add extra time if the other branch still needs her, or bring her back before the earlier time you set if she is needed at home. The lock follows the new time either way.

Permanent transfer

Sometimes a move is not a visit. Zennly has both temporary and permanent transfers, so a therapist who is moving to a new branch for good is handled as a permanent transfer rather than a long temporary one.

Attendance and pay follow

The system also records when staff come in, go out or are absent, and that attendance feeds payroll. Read about transfer notifications and attendance.

A quick fix you can start today

  1. Write down every move with the date, the time and the destination branch.
  2. Stop selling her time at the home branch while she is away.
  3. Tell the receiving branch before the day starts, and update the time if the visit changes.

Related: how to cover an absent therapist. Or try the free Zennly demo.

Common questions

What happens to a therapist's bookings at their home branch while they visit another branch?

The therapist is locked at their home branch for the length of the visit, so nobody can book them there while they are away.

When does the therapist become bookable again at their own branch?

When the visit time is over, the therapist opens up for bookings at their home branch again.

Can a visit be extended or ended early?

Yes. You can add extra time to a visit, or bring the therapist back before the originally set time.

Is there a permanent transfer as well as a temporary one?

Yes. Zennly has both temporary transfers, for a set time, and permanent transfers, where the therapist moves to the new branch.

Does the other branch know a therapist is coming?

Yes. The branch receiving the therapist gets a notification about the transfer.

Related reading