Marking a Staff Member as Preferred on a Client Profile

At MyTime, you can mark a staff member as "preferred" on a client profile. This feature ensures that staff members are aware of the client's preferred choice when scheduling in-store appointments. In this article, we’ll outline the steps to mark a staff member as preferred in-store.

Things to know:

• You can manually add a preferred staff member to a client profile, or the system can automatically assign one as preferred under specific conditions.

• Manual Assignments:

• For pet businesses, you cannot manually assign a staff member as preferred on a client profile.

• Automatic Assignments:
• When a staff member adds a client, they are automatically designated as the preferred staff on the client’s profile.

• Marking a staff member as “Requested” during appointment scheduling assigns them as the client’s preferred staff.

Contents

• Manually Marking a Staff Member as Preferred on a Client Profile
• Automatically Updating a Staff Member as Preferred on a Client Profile (In Store)
• Automatically Updating a Staff Member as Preferred on a Client Profile (Online

Manually Marking a Staff Member as Preferred on a Client Profile

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

1. Navigate to the Clients tab
2. Select the desired client to open their profile
3. Click on the "Edit" icon
4. From the Preferred Staff drop-down menu, select the desired staff member
5. Click "Save" to apply your changes

In the Preferences section of the client profile, the chosen staff member will be listed under "Preferred Staff Member."

Automatically Updating a Staff Member as Preferred on a Client Profile (In Store)

To auto-assign a Preferred staff member based on in-store booking behavior:

1. Go to the Schedule
2. Filter by location (if applicable)
3. Click New Appointment, or select a time slot on the calendar
4. Add a client
5. Select a date, time, service, and staff member
6. Click the star icon next to the staff member’s name to mark them as Requested
7. Click Save 

The selected staff member will be saved as Preferred on the client’s profile. 

Automatically Updating a Staff Member as Preferred on a Client Profile (Online)
Clients can also trigger the Preferred staff designation when booking online:

1. Visit the business’s booking page (via URL or embedded button)
2. Sign in 
3. Choose a service (and optionally add another) 
4. Select a date, time, and specific staff member 
5. Proceed to checkout and complete booking

The chosen staff member will be marked as Preferred on the client profile.

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