Setting Up Staff for Online Bookings

Written by Nookal
... on a delightful December day.

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Online Bookings allow Clients to schedule appointments and classes 24/7.

This article explains how to enable Staff members for online bookings.

Enabling Providers is the first step to have them displayed on the Online Booking system but doing this only is not sufficient. Configuration of the Location and selection of the appropriate Services or Classes for each Provider is essential for them to be shown online.

1. Go to Setup.

2. Click Staff under Users.

3. Click on the Staff Member.

 

4. Tick the Enable Integrations checkbox on the right-side column.

The Integrations option will only be shown if the Staff member is a Provider with an active Diary.

5. Add a short Biography that Clients can read when booking online (optional).

6. Make sure the staff member’s Discipline is correct as it will be displayed online.

7. Click Upload Photo to add a photo, which will be visible to Clients when selecting a provider (optional).

 

8. Click Save Changes.

9. Repeat for each Staff member that needs enabling for Online Bookings.

If your Online Booking Locations and Services are already setup, you can quickly match the Providers to their Services by heading along to Setup > Extensions > Online Bookings > click on the Location Name > Scroll to the bottom of the page.

 

In the table under Available Types, tick the Services/Classes under Providers’ name to make them available for Online Bookings.

Verify that the Schedule of each staff member is accurate in the Diary to avoid booking unavailable spots. See Setting Up Staff Schedules for more information.

When using Online Bookings, create an Event to block a certain spot in the Diary.