Staff utilization at a glance on the calendar
WHAT IT IS:
Utilization (booked hours / available hours) shown as a permanent, always-on fixture directly on the calendar: a percentage next to each provider/resource name plus a practice-level rollup for the day, updating dynamically as appointments move on and off the book. Needed at clinic and individual-provider level, historical and forward-looking.
USE CASE:
Managers treat the calendar as their scheduling and labor-management tool. Seeing utilization live on the book (not in a report) lets them read the shape of the day (e.g., fully booked morning, empty afternoon) and decide where to add or cut shifts, which provider to book a client with, and when they're turning patients away.
PROSPECT:
Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti). Requested by: Jeff Peel (COO)
PROSPECT BRIEF:
https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)
PRODUCT AREA (suggested):
Calendar / Reporting
VERBATIM QUOTES (call timestamps):
(50:30) "One thing for like the utilization is gonna be really important for us. I know I think both zenoti and Decoda offer that... I need to be able to look at a provider and have a clean utilization calculation and then be able to also see kind of the same thing over time... both at a clinic level and at an individual provider level. Because that informs what we do with marketing, how we think about labor management. So having to go run reports for that is not as intuitive as having it just built into kind of main view."
(59:03 / 1:00:14) "If you go to the calendar at the top under the team member name or the resource name, it would give you a percent utilized... Then somewhere on the screen, it would say like a roll up for the practice... it's a permanent fixture... it updates. And as every appointment moves on or off your book, it updates."
(58:16) "I'm like 100 percent utilized in the morning and we haven't added a shift yet? I can't see that in a report, I can only see that visually looking at a calendar."
GONG CALL:
https://us-9385.app.gong.io/call?id=3961894578907927385
STATUS / LINKS:
Related Jira idea (similar ask from Sugared + Bronzed, more info surfaced on calendar): RIRB-286 Bookability-Aware Calendar Availability (status: Parking lot). https://blvd.atlassian.net/browse/RIRB-286
NOTES / INTERNAL CONTEXT:
Competitors offering this today: Zenoti, Decoda. Claire Gordon posted Zenoti competitive screenshot 7/27 (redesigned appointment book, April 2025).
Product (Brita Seltzer, 7/22): connect with Bhargav Ram Channa Reddy on the AI Analytics work he's scoping; a lot of the insights/outcomes overlap.
SOURCE:
Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-22: https://blvd.slack.com/archives/C0BHUAATRC6/p1784760112720789