In this article, we will walk through the steps on how to mark staff members as preferred for clients on the scheduler app.
- Log into the app. For details on how to, learn here
- Once signed in you will be directed to the schedule by default
- Select the clients icon at the bottom
- Search and locate the client you wish to edit
- On the client's profile, select the 3 dots at the top right-hand corner of the screen
- The "Edit" and "Delete" options will be exposed, select Edit
- On the Edit Client screen, scroll to the bottom to locate Preferred Staff in the Client Preference section. Tap to open
- Select preferred staff. In this example, we will select Josh
- The staff member's name will be updated on the Edit Client screen
- Save changes
You have successfully marked your staff member as preferred.
For more information contact us at support@mytime.com.