In many businesses, multiple staff members or services may be required to support a customer's needs. The online scheduling system supports these scenarios through the Multiple Resources per Appointment preference. A resource may be a Staff Member, Service, or Room.

If you are interested in enabling this advanced configuration or have questions, please open a ticket with Support from inside your scheduling system account.

The following enhancements to the appointment‑booking process occur after you click on the grid or use Appointment Search to choose an available time slot.

After selecting an existing customer or creating a new one, you will configure the appointment. From this page, you can:

You can select multiple Staff Members with a single click. Additional services can be added using the Add New Service button.

Your business may offer services that need to be booked in sequence, or customers may prefer back‑to‑back scheduling. By adding more services to an appointment, the customer can be scheduled with the proper combinations of staff and services.

A customer needs both an oil change and new tires:

The system books each service with the appropriate staff member, and the customer receives one combined notification.

A business offers package‑style services:

⚠️ Note: If you pre‑select a time slot from the grid, it becomes the default time for the staff and start time fields. If you change the location or staff member, you must select a new start time based on availability.

There are several reasons to assign more than one staff member:

The system automatically updates all succeeding drop‑down menus as you add appointment attributes.

💡 Note: If other appointment fields are enabled in your account, they will also appear on this page.

Before booking the appointment, review all details including:

You can also choose which notifications will be sent after finalizing.

If changes are needed, click Back to return to the Customer or Appointment page.

Click Finalize Appointment to book the appointment.

The appointment grid for all staff members will update to display the services they are assigned to. No design changes are made to the grid itself.

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Click the arrow to see the answer All service appointments will share the same status. It is recommended to only change statuses when the update applies to all services in the customer’s appointment.

Click the arrow to see the answer The appointment calendar updates to remove staff appointments related to the change. Customers receive an email update, and affected staff receive a cancellation notification. The service is not considered canceled if at least one service remains. Removed staff receive cancellation notices; customers receive change notifications based on user selections when saving.

Click the arrow to see the answer Open the specific staff member’s appointment and choose Edit Appointment. Select the new staff member from the drop‑down. If they are unavailable at the original time, choose a new start time. Save and close. The new staff member receives a confirmation; the removed staff member receives a cancellation; the customer receives an updated change notification.

Click the arrow to see the answer If staff have different duration settings for the same service, the system applies the default service duration. Users may adjust the duration manually.

Click the arrow to see the answer No. An appointment may only occur in a single location on one date. To schedule across locations or dates, create separate appointments.

Click the arrow to see the answer No. Events can only be assigned to a single staff member.