Marking A Staff Member As “Preferred" on Scheduler App

In this article, we will walk through the steps on how to mark staff members as preferred for clients on the scheduler app. 

Things to know:

• The ability to mark a staff member as preferred on the client profile is controlled by the "Accessing Client Records" access control setting. 
• On the Scheduler app, you can only add a preferred staff member to a client profile manually.
• Adding a preferred staff member to a client’s profile shows the client’s preferred provider but does not automatically assign that staff member to every appointment booked.

To mark a staff member as preferred on a client profile, simply:

1. Log into the app. For details on how to, learn here
2. Once signed in you will be directed to the schedule by default
3. Select the clients icon at the bottom                                                                                                                                       
4. Search and locate the client you wish to edit                  
5. On the client's profile, select the 3 dots at the top right-hand corner of the screen                                                                                                                             
6. The "Edit" and "Delete" options will be exposed, select Edit                                                                                                               
7. On the Edit Client screen, scroll to the bottom to locate Preferred Staff in the Client Preference section. Tap to open  
8. Select preferred staff. In this example, we will select Josh                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
9. The staff member's name will be updated on the Edit Client screen
10. Save changes                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

You have successfully marked your staff member as preferred. 

For more information contact us at support@mytime.com.