Objective

Assign locations and services to staff members so that they can be included as part of the scheduling process when clients book appointments.

Steps

From the navigation menu, click Staff
Navigate to the desired staff member and click the more actions (⋮) icon
Click Assignments
Search for the location(s) or location category where the staff member will be available to take client appointments
Click a location to view a list of available services at that location
Select each service the staff member will provide at that location
- NOTE: A staff member who belongs to a staff group cannot be assigned individual services - they are automatically assigned the services that are associated with their staff group
  - To update their service assignments, either modify the services assigned to the group or set their staff group to none
If the staff member is assigned to multiple locations, repeat the service selection steps for each location
When ready, click Save

The following are some recommendations to consider when adding staff:

Account Invites: By default, an account invite will not be shared with the new staff unless Send Account Invite is selected; as a best practice, Coconut recommends waiting to send account invites to staff until such a time as you want the staff member to be active in the platform
Categories & Booking Shortcuts: If your organization is using Staff Categories, assign the staff to a category to have them included in booking shortcuts that apply to that category
Languages: If a staff member can provide services in an additional language, this can be included in their profile; if included, clients/members can choose to be serviced by a staff member who speaks the language as part of the online booking process (provided that staff member can facilitate the service the client/member selected)
Limit Appointments: Consider setting a daily appointment limit for staff to help balance facilitating appointments with other commitments, such as non-appointment responsibilities, etc.

Admin users and managers can access other staff’s profile and assignment details.