Configuring Staff in Services

TABLE OF CONTENTS

• Overview
• Accessing the Staff Panel
• Adding a Staff Member
• Basic Details
• Editing a Staff Member/Advanced Settings
• Staff Management Options
• Best Practices

Overview

Staff allows you to manage all the individuals responsible for delivering services. Whether you're working solo or managing a team, this panel helps you define working hours, assign services, and configure staff availability with precision. Staff profiles are critical to booking functionality—only services assigned to active, available staff members can be booked by customers.

Accessing the Staff Panel

Go to Calendar > Calendar Settings > Services > Staff to view your staff list. The screen provides:

• A list of all staff members along with their name, email, phone and role (admin/user)
• A search bar and sorting options
• The ability to add, edit/manage staff and share a staff's booking page

Click + New Staff to add a new staff member.

Adding a Staff Member

When adding or editing staff, you'll see the following fields:

Basic Details

• Profile Picture – Upload a photo to visually represent the staff on booking and scheduling pages
• First & Last Name (required) – Used internally and on the booking interface
• Email (required) – Must be unique; used for login and notifications
• Phone Number – Optional contact field
• Timezone – Determines the timezone in which the staff member operates
• Custom URL – Define a unique link for this staff member’s booking page

Clicking Advanced Settings will guide you to availability and service assignment options.

Editing a Staff Member/Advanced Settings

Once a staff member has been added, you can access their profile to edit details, assign services, configure availability, and fine-tune their schedule—including setting service-specific pricing—to ensure they appear accurately in the booking flow based on their responsibilities.

Click the pencil icon beside any staff member on the list to open the edit panel.

3.1 Basic Details

This tab allows you to make changes to the staff member's core profile fields:

• Update name, email, phone number, or profile picture
• Adjust the staff member’s timezone
• Set or change the custom booking URL

3.2 Assigning Services

In the Assign Services tab, you can:

• Select one or multiple services the staff member will provide

⭐ Service Specific Pricing (New) –Adjust pricing for each service if the staff member charges differently

⭐ Appointment Limits (New) Set appointment limits per day (optional) to determine the maximum number of appointments that can be assigned to the staff per day

Note: Assigning services is mandatory for the staff to appear in the booking flow.

3.3 Weekly Working Hours

The Weekly Working Hours tab allows you to configure the staff member’s  availability:

• Set the working days in a week
• Add multiple time slots per day
• Assign services which would be provided during these slots
• Assign locations wherein the service would be provided during these slots

Breaks can be created by inserting separate work periods (e.g., 9:00–11:00 and 12:00–5:00).

3.4 Date-Specific Hours

This tab overrides weekly availability for specific dates. You can:

• Mark the staff as available or unavailable for any specific time/day
• Define custom time blocks for specific dates
• These can be configured for specific services and locations as well

Use this for one-off adjustments like holidays, special events, or ad hoc scheduling changes.

Staff Management Options

From the main staff list, each staff row includes:

• Edit icon – Modify basic details, services, and availability
• Share icon – Copy the direct booking page for this staff

Best Practices

• Ensure each staff is linked to at least one active service and location
• Regularly review working hours and date-specific overrides