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Introduction to User Attributes

User Attributes  allow you to categorize Users based on characteristics such as Language, Location, or Area of Expertise. 

By associating Users with specific attributes, you allow visitors to filter the options on your Booking Hubs and help them connect with the most suitable team member.

Tip: User Attributes are best suited for non-linear filtering. For example, selecting a Language or Region independently. However, if you want visitors to move through a step-by-step or hierarchical flow, such as choosing a Department first and then a specific Field, we recommend using Booking Hub Categories instead.

Components of User Attributes

A User Attribute consists of three components:

  1. Attribute Name: The label that identifies the category, such as Language or Country.
  2. Options: The specific values available within an attribute. For example, under the attribute Language, options might include English, Spanish or French.
  3. Associated Users: The Users associated with an Option. For instance, if Sarah speaks English, she is associated with the English option.

Use Case Based Scenario

Consider the scenario of an international law firm where it is essential that potential clients are connected with a lawyer who is based in a specific country and has specialization in the relevant field of law.

The Team Structure

The firm consists of five lawyers located in two different countries, each with a specific area of practice:

  • Maria: Based in the USA; specializes in Estate Planning.
  • Jolene: Based in the USA; specializes in Criminal Law.
  • John: Based in the USA; specializes in Immigration Law.
  • Sarah: Based in Australia; specializes in Estate Planning and Family Law.
  • Grant: Based in Australia; specializes in Immigration Law.

The Setup

Each lawyer has a specific Booking Calendar listing their availability. These calendars are grouped into a single Booking Hub, which is presented to clients via a Book a Consultation button on the firm's website.

To ensure clients find the right lawyer, the administrator creates two User Attributes:

1. Country

  • USA: Associates John, Maria, and Jolene.
  • Australia: Associates Sarah and Grant.

2. Specialization

  • Immigration: Associates John and Grant.
  • Estate Planning: Associates Sarah and Maria.
  • Family Law: Associates Sarah.
  • Criminal Law: Associates Jolene.

The Result

Once these User Attributes are configured, the attribute filters are enabled on the Booking Hub. When a potential client visits the Booking Hub, they can filter by Country and Specialization.

  • If a client selects USA and Immigration, the system filters the Booking Calendars and displays only John.
  • If a client selects Australia and Estate Planning, the system displays Sarah.

This ensures clients are routed to the appropriate lawyer without manual intervention.

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