Setting staff up with a calendar and services

This guide will show you how to activate a staff member's booking calendar, and add the relevant services (and locations) they can perform and other features.

Setting staff up with services

To set staff up with services we are assuming that all locations are already set up, active and have pricing allocated against the services for this location.

Steps

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

2. Select the staff member

3. Click on the Services tab

4. Click Add a new staff calendar (if no calendar has been activated yet)

5. Select the services that you would like the staff member to perform from your list of services. See Adding a service if your service is not already created.

   1. Ensure you uncheck Show Active Only so you see the full list of services and locations that you can allocate the staff member to

   2. You can also override the default Post Buffer (post booking buffer) time that is set on the service for the particular staff member

6. If you have set up any Suburbs, Regions, Boroughs, then go to the Suburbs tab (or the terminology has been set up) and select which of these applies to this staff member.

   1. 1. Ensure you uncheck Show Active Only so you see the full list of suburbs that you can allocate the staff member to
         

         

         
         
         

7. Click Save

The staff calendar will be added to the bookings page and will be included in your next billing cycle. They will be able to perform the services that you selected during the calendar activation process.

Other staff settings

Once the staff member is set up, ensure everything is configured appropriate and they are ready to take online bookings. Please see the following articles:

• Enabling a service for specific days of the week - if they only work on certain days

• Booking restrictions - restrict clients to book in for a minimum amount of time and minimise any gaps between bookings

• Opening the schedule - specify their available time slots

• Setting up commissions - set up any commissions if applicable (and only available on some plans)

Managing staff services 

Once a staff member has been set up, you can also manage changes to their services and locations, commissions, availability and post booking buffers all from within the staff area.

Steps

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

2. Select the staff member

3. Click on the Services tab

4. Tick/unticking the relevant services offered in particular locations (see image in previous section)

   1. Ensure you uncheck Show Active Only so you see the full list of services and locations that you can allocate the staff member to.

      
      

   

5. If you have set up any Suburbs, Regions, Boroughs, then go to the Suburbs tab (or the terminology has been set up) and select which of these applies to this staff member.

   1. Ensure you uncheck Show Active Only so you see the full list of suburbs that you can allocate the staff member to
      

      

      
      

6. Click Save