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.

To 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."

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