Assign services to staff

Requirements

• Available on: All plans
• Device access: Web & mobile browser
• Permission: Owner or Manager

Control which team members can perform each service so clients only see the right staff when they book. You can set this up two ways — from a service, or from a staff member's profile.

How it works

By default, a service has no staff restriction — every bookable staff member can perform it. As soon as you check one or more staff, the service becomes opt-in: only the staff you select can be booked for it. Both screens below write to the same place, so changes made in one show up in the other.

Option 1: From a service

1. Open Services and click the service you want to edit.

   <!-- CAPTURE: route=/services | login=owner | state=services list | highlight=a service row | viewport=1440x900 -->

2. Open the Staff section and check the team members who can perform this service. Leave every box unchecked to allow all bookable staff.

   <!-- CAPTURE: route=/services | login=owner | state=service edit dialog, Staff tab | highlight=staff checkboxes | viewport=1440x900 -->

3. Your selections save automatically.

Option 2: From a staff member

1. Open Staff from the left menu and select a team member.

   <!-- CAPTURE: route=/staff | login=owner | state=staff list | highlight=a staff member row | viewport=1440x900 -->

2. Scroll to the Services section and check the services this person performs. Leaving everything unchecked means they can be booked for any unrestricted service.

   <!-- CAPTURE: route=/staff/[staffId] | login=owner | state=staff detail, Services section | highlight=service checkboxes | viewport=1440x900 -->

3. Changes save as you check or uncheck each box.

Note: A staff member must also be active and scheduled to appear as bookable. Assigning a service only controls which services they offer, not when they're available.

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