Restricting services and staff to a suburb

There are a number of restrictions/filtering you can apply at a suburb level (or region/borough etc depending on what terminology has been set up).

You can restrict both services and staff to a suburb. This is useful if not all services are available in all suburbs, or if your staff need to be restricted to certain suburbs as they don’t work across the whole service area.

In addition to this, you can also restrict staff bookings for a certain suburb on certain days, and filter a scheduled slot for a staff member, which suburbs they are working in at that particular time.

This article will detail how to restrict staff to a suburb, restricting services to a suburb, restricting staff to suburbs on particular days and restricting staff to particular suburbs for certain times of the day.

Restricting staff to a suburb

Steps

1. Navigate to Setup > Bookings > Locations > select Location

2. Click on the Suburbs tab > select Suburb

3. Check the staff that work in that suburb

4. Click Save

Restricting services to a suburb

Steps

1. Navigate to Setup > Bookings > Locations > select Location

2. Click on the Suburbs tab > select Suburb

3. Click on the Services tab

4. Select the desired services you wish to offer from that suburb

5. Click Save

   

6. Any services with restrictions can be seen on the Location > Suburbs tab.

   

Restricting staff to suburbs on particular days

A staff member can also restrict their availability for each suburb to particular days. This could used rather than restrict it via the calendar as explained in the following section Filtering schedule slots for staff by location, if restricting by days (and not hours) meets their needs.

Steps

1. Navigate to Setup > Accounts & Security > Staff & Admins

2. Select the staff member

3. Click on the Suburbs tab

4. Toggle the days for each suburb in the Days Available column

5. Click Save

Filtering schedule slots for staff by location

You can also filter scheduled slots for staff members, which suburbs they are working in at a particular time. This allows some extra control, where they may want to only service suburbs that are closer to home at the start or end of the day.

Steps

1. Navigate to the desired starting schedule slots for the staff member that you'd like to restrict and click on the + icon

   1. Please see Opening the schedule article for more details

2. Untick the Available in all Suburbs option

3. Toggle which suburbs you'd like to restrict to the schedule slot that you're setting up

4. Select the timeframe int the Bulk Action drop down list to copy these settings for all the time slots this is applicable to. e.g. for 5 hours
   

   

   
   

5. From the admin view, your calendar will appear as follows. The numbers next to the Available slots indicate the number of suburbs that are available for those slot times
   

   

   
   
   

6. From the public view, if a client goes to that day and they’ve selected a suburb that is available for those time slots
   

   

   
   

7. From the public view, if a client goes to that day and they’ve selected a suburb that is restricted, it will appear as follows to indicate that it’s available at another location. When they click on the Available in the grey slot, a list of the available suburbs will appear.