Services: Assign staff & resources tab

Assign staff & resources tab

Before a service can be booked, it must have at least one staff member or resource assigned to it. This article explains how to assign them, and walks you through the Staff & Resources tab on services. 

Before You Start: 

1. Make sure you have a staff member or resource set up. 
   
2. To get to this section of service creation, go to Inventory > Services > Click on the Service you want to edit.
   
3. To learn more about Staff and Resources, take a look at our Article and come back here.

To assign a staff or resource

1. Navigate to Staff & Resources tab.

2. Select a staff member or resource from the dropdown

3. Click on the staff or resource you want to assign. 
4. Click Update to save changes. 

Staff & Resource Availability

A service's availability is directly tied to the assigned staff or resource's schedule. If a staff member is unavailable or working limited hours, the service will not be bookable during those times.

To adjust availability:

1. Use Fine-Tune Availability to modify specific dates.
2. Adjust default working hours under Settings > Staff.
   

💡 Tip: Staff / Resource Names not visible to customers - allows customers or guests to choose the staff or resource when they make a booking. Helpful if guests or customers have a preference on who they would like to complete the service with. 

Resource-Only Services

Some services require only resources (rooms, vehicles, equipment) rather than staff.

• Leave staff unassigned if a service only requires a resource.
  
• If both staff and resources are assigned, both must be available for a booking to proceed.
  

Next Steps

From here, work through the following articles to finish setting up your service:

1. Services: Configure general tab
   
2. Services: Assign staff & resources tab 
   
3. Services: Set availability tab 
   
4. Services: Booking preferences tab 

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Need Help?

If you need assistance, contact our support team:
💬 Live Chat: Click the chat icon in the bottom-right corner of the screen.
📧 Email: support@nabooki.com

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