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How do I allocate staff to services?

It may be that not all your staff members will have the same skill set or will be able to provide the same service. To allocate a staff member to a service:

  1. Go to Services Services.png and select the service you’re looking to assign the staff member to.
  2. Scroll down to Staff and click blue_tick.png next to the staff members who are able to provide the service.
  3. Save changes.

PRO TIP: Click blue_tick.png next to Select All to assign all of your staff members to the service and See all staff to see a full list of staff members for you to choose from.

Alternatively, you can assign a service to a staff member:

  1. Go to Staff Staff.png and select Staff Members.
  2. Choose which staff member you’re looking to assign the service to.
  3. Select Services and click blue_tick.png next to the service or services the staff member is able to provide.
  4. Save changes.

PRO TIP: Click blue_tick.png next to Select All to assign the staff member to all of the services included in your service list.

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