Multi-Staff Services

Multi-staff services are those that require the involvement of multiple staff members for a single service, such as a full grooming session that requires a bather and a groomer, a couples massage with two massage therapists, or a mani-pedi that requires a manicurist and a pedicurist who work simultaneously. In this article, we'll guide you through the process of configuring multi-staff services and explain how to add these to appointments.

Things to know:

• For franchise businesses using global services, this feature is managed at the parent account level.
  The "Multi-Staff Appointments" setting must be enabled to use this feature 
• Enabling the "Multi-Staff Appointments" setting will automatically disable the "Allow Customizing Online Booking Interval Per Staff Member" setting. If different intervals were previously set per staff member, this feature will no longer function.
• To allow clients to select specific staff members for their service online, the "Can Customers Book a Specific Staff Member?" setting must be enabled
• Staff members eligible for a service can be designated in the Service Menu. From the appointment modal, staff can be assigned to the appointment, or clients can choose their preferred staff when booking online.
• Appointment confirmation notifications for multi-staff services will list all assigned staff members.
• When checking out multi-staff services, all assigned staff members will be visible on the ticket.
• If the "Do prices vary by staff member?" or "Do service durations vary by staff member?" settings are set to "Prices/Duration are set by location or staff member" or "Prices are set by title per location or location group," the system will select the highest price and longest duration for services with multiple staff members.  Example: If Staff A charges $100 for a 1-hour service and Staff B charges $120 for 1 hour and 20 minutes, the final price and duration for the service will be $120 with 1 hour and 20 minutes

Contents

Configuring Multi-Staff Services 

Scheduling Multi-Staff Services In-Store

Checking Out Multi-Staff Services

Configuring Multi-Staff Services 

Once the settings are configured:

1. Navigate to Business Setup > Services
2. Click "Edit" next to the service to which you want to add multiple staff members
3. On the service modal, click "Advanced' below the duration
4. The split-time modal will appear. On the modal, an 'Add Staff' hyperlink will be displayed. Click the 'Add Staff' hyperlink to add multiple staff members to the service (according to the number of staff members that can perform this service)                          
   • If two staff members are needed to perform the service, you can click the 'Add Staff' hyperlink twice for the staff member field to be added twice. You can then select 1 staff member from each dropdown or choose "Select All" to add all the qualifying staff members to each dropdown
   • If 3 or more staff members are needed to perform the service, you can click the 'Add Staff' hyperlink three or more times for the staff member field to be added the desired amount of times. You can then select 1 staff member from each dropdown or choose "Select All" to add all the qualifying staff members to each dropdown
5. Save the duration modal and then the service modal 

Scheduling Multi-Staff Services In-Store

You can schedule appointments with multi-staff services by:

1. Navigating to the Schedule 
2. Filter by location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule  
4. When the appointment modal opens: 
   • You can search for an existing client or add a new one
   • Select the duration
   • Select the service to expose the additional staff member fields
   • Select your staff members                                                                                                                                                
5. Save 
6. The appointment will be visible in both staff members's section on the schedule                                                                                                  

Checking Out Multi-Staff Services

From the schedule:

1. Open a booked appointment
2. Click the "Create Ticket" button                                                                                                                                                      
3. You will be directed to POS to complete the checkout > Click the "Take Payment" button
4. Take payment for the ticket > Close the ticket                                                            

For more information, contact us at [email protected] or (385) 233-6964. 

Related Article:

Booking Multi-Staff Services Online