Marking a Staff Member as Preferred on a Family Member Profile

At MyTime, you can designate a preferred staff member for a family member’s profile. This feature helps staff members know the client’s preferred choice when scheduling in-store appointments. Below are the steps and important details to help you manage this setting.

Things to know:

• If a client has multiple family members, each family member can have its own preferred staff member.
• When a staff member is marked as "Requested" during appointment booking, they are automatically saved as the preferred staff member—either on the family member profile or the client profile, depending on whether a family member is selected.
• In-Store Appointments
  • If a staff member is marked as Requested and a specific family member is selected → the staff member is saved as Preferred on the family member profile.
  • If a staff member is marked as Requested but no family member is selected → the staff member is saved as Preferred on the client profile.
  • If no staff is marked as Requested → no Preferred staff is assigned.
• Online Appointments
  • If no specific staff member is selected → no Preferred staff is assigned.
  • If a specific staff member is selected and a family member is selected → the staff member is saved as Preferred on the family member profile.

Contents

• Manually Marking a Staff Member as Preferred on a Family Member Profile
• Automatically Marking a Staff Member as Preferred on a Family Member Profile

Manually Marking a Staff Member as Preferred on a Family Member Profile

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

1. Navigate to the Clients tab
2. Select the client whose family member’s preferred staff member you want to update

   

3. Once the client profile is open, locate the desired family member
4. Click on the Edit icon next to the family member’s name.

   

5. In the Preferred Staff drop-down menu, select the desired staff member
6. Click "Save" to apply your changes

The family member’s profile will now display the preferred staff member.

Automatically Updating a Staff Member as Preferred on a Family Member 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 the client
5. Select the desired family member from the family member dropdown menu. If none are listed in the client's profile, click the "Add New Family Member" button to add a family member to the appointment.
6. Select a date, time, service, and staff member
7. Click the star icon next to the staff member’s name to mark them as Requested
8. Click Save

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

Automatically Updating a Staff Member as Preferred on a Family Member 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 and select a family or add a new one 
3. Choose a service (and optionally add another)
4. Select a date, time, and specific staff member
5. Proceed to checkout

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

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