Setting a staff member’s services

A staff member must be assigned to a services (i.e., Classes, Appointments, and Events) before they can be scheduled to participate in those services at assigned business locations. If the staff member provides Appointments, you must also allow the staff member to provide the specific Appointments.

If your business has more than one location, you must assign the staff member to at least one location and set their working hours before you can schedule a staff member’s services.

In this article:

To set a staff member’s services:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Staff.
  4. On the Staff menu, click Staff Members.
  5. In the list, click the staff member whose services you want to set. You may have to browse the list, use the Search option, or filter the list to find the staff member.
  6. In the staff member’s profile, click Services.
  7. Select the checkbox for each type of service that is provided by this staff member. Your choices are Events, Classes, and Appointments.
    1. If you selected Appointments, under SPECIFIC APPOINTMENTS PROVIDED BY [STAFF MEMBER], select the checkbox for each type of Appointment that is provided by this staff member. If the staff member provides all Appointments, select the Select All checkbox.
  8. Click SAVE.

To allow a staff member to provide an Appointment:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Appointments.
  4. In the list, click the Appointment that is provided by the staff member. You may have to browse the list, use the Search option, or filter the list to find the Appointment.
  5. In Advanced Settings, under Staff, select the checkbox to the left of the staff member’s name.
  6. From the list to the right of the staff member’s name, select a pay rate. If no pay rates are set up for this instructor, click Setup pay rate, follow steps 6-8 in Setting a staff member’s pay rates, then return to these instructions.
  7. Click SAVE. Repeat for all Appointments that the staff member provides.
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