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How to set up staff for services (who does what, hours and per-person pricing)

In Calendars › Calendars › Services › Staff, add each staff member, assign their services and locations under Assign Services, set Weekly Working Hours and exceptions under Date-Specific Hours. Only staff with a service, a location and availability show up on the booking page.

Updated on

Before you start

  • Services must be enabled in your account (the Services tab appears under Calendars).
  • Create your services and locations first; staff are assigned to them.
  • Each staff member needs a unique email address.
Where to find it

Calendars › Calendars › Services › Staff

Step by step

Add or edit a staff member

  1. Open Calendars › Calendars and click Services.
  2. Click Staff and add a staff member, or click the pencil next to an existing one.
  3. Fill in name, email, phone, timezone, profile picture and, optionally, a custom booking URL.
  4. Save the profile. When added to a service, the staff member gets a starting schedule of 9:00 AM–5:00 PM; review it before publishing the page.

Assign services (and per-person pricing or limits)

  1. In the staff profile, open Assign Services.
  2. Select one or more services they provide.
  3. If this person's price differs, adjust the service price here.
  4. Optionally set a daily, weekly or monthly appointment limit.
  5. Save.

Weekly working hours

  1. Open Weekly Working Hours.
  2. Select the working days.
  3. Add one or more time blocks per day. For a lunch break, use two blocks (e.g. 9:00 AM–12:00 PM and 1:00 PM–5:00 PM).
  4. Set which services and locations each block applies to.
  5. Save.

Exceptions: vacations, holidays or days with different hours

  1. Open Date-Specific Hours.
  2. Pick one or more dates.
  3. Mark the staff member available or unavailable on those days and, if available, set the time blocks, services and locations.
  4. Save. On those days, this rule overrides the weekly schedule.

Show a role next to the name (badge)

  1. In the staff profile, open Basic details and the Staff badge dropdown.
  2. Pick an existing badge, or click Manage, enter a name (up to 30 characters), pick a color, click + Add and save.
  3. Select the badge and save the profile. Each staff member can have one badge; it shows on their card when the customer picks who to book with.

Tips

  • To let customers choose the provider, turn on Allow customers to pick who they book with under Global Settings › Booking Page.
  • The same badge can be reused on several staff members; staff without a badge display normally.

Common problems

  • The staff member doesn't show on the booking page → Confirm they're assigned to the service and location and have availability set for that service.
  • Can't create the profile: email already exists → Each staff member needs a different email. Use another address or edit the existing profile.
  • A specific day's hours aren't applying → Check whether the date is under Date-Specific Hours; that rule takes priority over the weekly schedule.
  • The badge changed but customers still see the old one → Changes appear the next time the booking page loads. Refresh the page.

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