In this article
Objective
Assign locations and services to staff members so that they can be included as part of the scheduling process when clients book appointments.
Steps
From the navigation menu, click Staff
Navigate to the desired staff member and click the more actions (⋮) icon
Click Assignments
Search for the location(s) or location category where the staff member will be available to take client appointments
Click a location to view a list of available services at that location
Select each service the staff member will provide at that location
NOTE: A staff member who belongs to a staff group cannot be assigned individual services - they are automatically assigned the services that are associated with their staff group
To update their service assignments, either modify the services assigned to the group or set their staff group to none
If the staff member is assigned to multiple locations, repeat the service selection steps for each location
When ready, click Save
A note on access and visibility
Admin users and managers can access other staff’s profile and assignment details.