How to set up staff for services (who does what, hours and per-person pricing)
In Calendars › Calendars › Services › Staff, add each staff member, assign their services and locations under Assign Services, set Weekly Working Hours and exceptions under Date-Specific Hours. Only staff with a service, a location and availability show up on the booking page.
Updated on
Before you start
- Services must be enabled in your account (the Services tab appears under Calendars).
- Create your services and locations first; staff are assigned to them.
- Each staff member needs a unique email address.
Where to find it
Calendars › Calendars › Services › Staff
Step by step
Add or edit a staff member
- Open Calendars › Calendars and click Services.
- Click Staff and add a staff member, or click the pencil next to an existing one.
- Fill in name, email, phone, timezone, profile picture and, optionally, a custom booking URL.
- Save the profile. When added to a service, the staff member gets a starting schedule of 9:00 AM–5:00 PM; review it before publishing the page.
Assign services (and per-person pricing or limits)
- In the staff profile, open Assign Services.
- Select one or more services they provide.
- If this person's price differs, adjust the service price here.
- Optionally set a daily, weekly or monthly appointment limit.
- Save.
Weekly working hours
- Open Weekly Working Hours.
- Select the working days.
- Add one or more time blocks per day. For a lunch break, use two blocks (e.g. 9:00 AM–12:00 PM and 1:00 PM–5:00 PM).
- Set which services and locations each block applies to.
- Save.
Exceptions: vacations, holidays or days with different hours
- Open Date-Specific Hours.
- Pick one or more dates.
- Mark the staff member available or unavailable on those days and, if available, set the time blocks, services and locations.
- Save. On those days, this rule overrides the weekly schedule.
Show a role next to the name (badge)
- In the staff profile, open Basic details and the Staff badge dropdown.
- Pick an existing badge, or click Manage, enter a name (up to 30 characters), pick a color, click + Add and save.
- Select the badge and save the profile. Each staff member can have one badge; it shows on their card when the customer picks who to book with.
Tips
- To let customers choose the provider, turn on Allow customers to pick who they book with under Global Settings › Booking Page.
- The same badge can be reused on several staff members; staff without a badge display normally.
Common problems
- The staff member doesn't show on the booking page → Confirm they're assigned to the service and location and have availability set for that service.
- Can't create the profile: email already exists → Each staff member needs a different email. Use another address or edit the existing profile.
- A specific day's hours aren't applying → Check whether the date is under Date-Specific Hours; that rule takes priority over the weekly schedule.
- The badge changed but customers still see the old one → Changes appear the next time the booking page loads. Refresh the page.
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