Overview
A Staff Role, unlike Privileges, is a person's job title at a business. Every person is assigned to one Staff Role. Proper assigning of Staff Roles is crucial because the Staff Role determines if that person provides services, can be booked online, and which services that Staff Role can perform.
Adding Staff Roles
Before adding an individual staff member, first, create his or her role at the business.
Navigate to the main business page settings (gear icon) and go to Staff Roles > New Staff Role.
Enter the name of the staff role, and if this role performs client services, toggle on the Performs services flag. Tap Save.
Please note: Individuals who are assigned to a staff role that does not perform services will not appear in the booking overlay.
To determine if staff members assigned to a role that performs services should reflect on calendar and/or schedule, select the role once created and toggle on the Show on calendar and Show on schedule flags. Tap Save, and repeat this process for all of the roles in your business that perform services.
