Take your clients' self-service experience to the next level with Auto Pilot - a feature designed to offer more control, faster workflows, and tailored automation when placing orders.
🚀 What Is Auto Pilot?
Auto Pilot is an optional setting we can enable on your account to give self-service clients more flexibility in how bookings are handled.
Once enabled, clients working with at least one Auto Pilot-enabled supplier will see a pop-up menu when placing an order, allowing them to choose from up to five order modes - ranging from fully manual to fully automated.
How to mark a client as self-service:
Go to the Client module, select the client you want to update, and toggle the Self-Service Mode on.
⚙️ How It Works
When Auto Pilot is enabled and the client is in self-service mode, the following order options appear:
1. Request Only - New!
The supplier must manually approve the order.
This replaces the old “Default” button, which behaved with some variability based on client status.
Clients not marked as self-service will only be able to select this option - when selecting all other options, the suppliers’ select button will be greyed out.
Clients with self-service enabled can choose this or any of the other automation options.
📝 This update eliminates the confusion around the old “Default” button and puts control directly in your clients' hands.
2. Auto Approval + Availability Check
The order is automatically approved.
An availability check is sent to all relevant employees.
3. Auto Book Preferred Employees
The order is automatically approved.
An availability check is sent to all relevant employees.
If any preferred employees apply, they are auto-booked.
4. Auto Book Any Available Employee
The order is automatically approved.
The system auto books any available employee who applies.
5. Self-Service Employee Selection (Coming Soon!)
A future feature that will let clients manually select available employees during the self-service order flow.
💡 Why Did We Make This Change?
These improvements give clients more flexibility while keeping suppliers in control:
Work faster and more independently
Choose their preferred level of automation
Avoid surprises with clear, transparent booking options
Keep suppliers informed and in control when needed
✅ Ready to Enable Auto Pilot?
If you’d like to enable Auto Pilot for your account or have questions about how it works, reach out to our Support Team via chat. We’re here to help!