Assigning Services to Staff Members on the Services Menu

In this article, we will guide you through the steps to assign services to staff members on the service menu.

Things to know:

• The ability to assign services to staff members is controlled by the "Accessing Services Menu" and the "Assigning Services to Staff Members" access control settings.
• Services can only be assigned to staff members who have the Service Provider role enabled on their profile.
• If no services are assigned to a staff member, appointments cannot be booked with them.
• Unassigning a service from a staff member does not affect reports for previously booked appointments.
• You can configure different service prices for new and existing clients
• The setup option displayed in the top-right user menu depends on how you access the account and your assigned role:
• When navigating from the Parent Account (Location Management tab):
• Admin: Displays Business Setup when viewing the location account.
• Login As: Displays Location Setup when viewing the location account.
• When logged in directly at the Location Level:
• Location Owners & Location Managers: Display Location Setup.
• Service Providers & All Other Roles: Display Profile Setup.
• The ability to assign services to staff members is not available on the Scheduler App.

To assign services to a staff member directly from the service menu, simply:

1. Navigate to Business Setup / Location Setup > Services Menu

2. Click on the service that you wish to assign to a staff member

3.  When the modal opens, scroll down to the Qualified Staff section

4. Click on the Add Staff Members link

5. Check the box next to each staff member who can perform the service  

6. The staff members selected will now be shown under the Qualified Staff section

Related Articles:

• Global Services
• Creating Services
• Duplicating/Cloning Services
• Prerequisite Services
• Members Only Services
• Multi-Staff Services
• Multi-Client Services
• Processing Time for Services
• Buffer Time for Services
• Assigning Services to Staff Profile