Marking a Staff Member as Preferred on a Family Member Profile on Scheduler App

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:

• The ability to mark a staff member as preferred on the family member profile is controlled by the "Accessing Client Records" access setting.
• In order to mark a staff member as preferred on a family member profile, a custom family member field would need to be created.
• 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.

Contents

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

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

1. Log in to the app. For detailed instructions, learn more here
2. After signing in, you will be directed to the Schedule by default
3. Tap the Clients icon at the bottom of the screen
4. Search for the client by typing their name in the Search field, or select the client from the client list
5. In the Client’s Family Member section, select the family member you want to update
6. Tap Edit
7. Scroll to the Preferred Staff field and tap it
8. Select the desired staff member
9. Tap Save

The selected staff member will now appear as Preferred on the family member’s profile

Automatically Updating a Staff Member as Preferred on a Family Member Profile

1. Log in to the app. For detailed instructions, learn more here
2. After signing in, you will be directed to the Schedule by default
3. Filter to the appropriate location and staff member. Learn more here
4. Tap the desired time slot under the preferred staff member or tap the ( + ) icon in the bottom-right corner to open the New Event modal
5. Add the client to the appointment
6. Tap the Family Member field to select the desired family member, or use the ( + ) icon to add a new family member.
7. The date and time will auto-fill based on the selected time slot or current schedule. You can adjust these after selecting a service
8. Select a staff member
9. Select a service
10. Tap Save to create the appointment
11. Locate and open the appointment
12. Scroll to the Staff field
13. Swipe the staff member's name to the left to reveal the Requested option. Tap Requested
14. Tap Save

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

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

Related Articles:

Marking a Staff Member as Preferred on a Family Member Profile

Adding Family Member on Scheduler App

Adding Family Members Manually

Editing Family Member Profiles

Importing Family Members

Exporting Family Members

Scheduling Appointments for Family Members

Scheduling Appointment for Family Members