Automatically Marking Qualified Staff as Eligible for Multi-Staff Services

For businesses using Multi-Staff Services, there is a hidden setting that allows qualified staff members to be automatically marked as eligible to perform the service. This article explains how the feature works and how it impacts staff assignment.

Things to know:

• This functionality is applicable only to businesses that have the Multi-Staff Services feature enabled. Learn more about Multi-Staff Services here.
• This feature is controlled by the  "Automatically mark a qualified staff member as eligible staff" hidden setting. To enable this setting, please contact your Account Manager or email our support team at support@mytime.com. 
• When the Hidden Setting Is Enabled:
  • The "Eligible Resources and Staff" section in the service setup modal is renamed to "Eligible Resources."
  • Any staff member listed under Qualified Staff will automatically be marked as eligible in the 'Advance' section of the duration modal.
  • If a staff member is assigned a service from their profile, they will be marked as both qualified and eligible to perform that service.
  • If certain staff members should not be eligible, you can manually adjust their eligibility in the Duration modal.
• When the Hidden Setting Is Disabled:
  • Staff marked as qualified are not automatically considered eligible.
  • You must manually assign staff members to both the Qualified Staff and Eligible Resources and Staff sections in the service setup modal.
• Qualified Staff: Staff members who are allowed to perform the service based on pricing. If a staff member has a defined price for a service at a given location, they are considered qualified at that location.
• Eligible Staff: Staff members who are required to perform the service. The "Eligible Staff" section supports Multi-Staff Services by letting businesses assign staff to each service. For example, in a couples massage that requires two staff members at the same time, you can assign eligible staff for the service. 
• If the Multi-Staff Service feature is enabled, and the service is not configured as a multi-staff service, the system will require a staff member to be selected when adding a resource, unless the "Automatically mark a qualified staff member as eligible staff" hidden setting is enabled.
• Staff members will be automatically marked as eligible no matter the pricing or duration ("Do prices vary by staff member?" or "Do service durations vary by staff member?") setting you have configured. 

Contents:

• Mark Staff Members As Qualified and Eligible via the Service Menu
• Mark Staff Members As Qualified and Eligible via Staff Profiles

Mark Staff Members As Qualified and Eligible via the Service Menu

1. Navigate to Business Setup > Services
2. Locate and open the service you wish to edit
3. In the 'Qualified Staff' section, select the preferred staff for the service. Once selected as qualified, staff members will automatically become eligible to perform the service
   
4. Save the changes

If certain staff should not be eligible, adjust this manually in the duration modal

Mark Staff Members As Qualified and Eligible via Staff Profiles

1. Navigate to Business Setup > Staff and Availability
2. Click on the tile of the staff member you want to assign services to
3. Scroll down to the Services section on their profile 
4. Select individual services from each category or the entire service category

5. Save the profile. 

Once assigned, the staff member will be automatically marked as both qualified and eligible for multi-staff services.

For more information, contact us at support@mytime.com or (385) 233-6964.