Creating staff and schedules

Creating staff and schedules

Creating staff and schedules 

This article explains how to add staff in Nabooki, set their availability, and assign them to services so they can be booked by customers.

📝 Note: Staff in Nabooki is a related to the feature "Staff", if you are trying to add a new user or person to your portals, please follow the help guide here. 

Before You Start:
  1. You need owner or admin access to add or manage staff. 

Step-by-step instructions:

  1. Go to Settings in the left-hand menu.
  2. Select Staff.
  3. Click + Add new.
  4. Enter the staff member's name and email address.
  5. If your account has multiple locations, click the drop-down on location and select the correct location
  6. Click Continue to set up the hours and availability 
  7. Determine how availability of the resource:
    - Standard Business Hours: It's available in your normal business hours.
    - Specific Hours: Set a weekly schedule of specific hours.
  8. You can adjust availability and block-out certain dates, or fine-tune availability from this menu.
  9. Click finish to save.



To assign a staff to services:

A staff member must be assigned to at least one service before customers can book them.
  1. Go to Settings > Staff and open the staff profile.
  2. Under Assigned services, select the services this staff member provides.
  3. Click Update to Save. 

📝 Note: Customers can only book a staff member for services they've been assigned to. If a service isn't appearing as bookable, check that the correct staff member is assigned.

Troubleshooting & FAQs

Can I assign staff to multiple services?

Yes, staff can be assigned to as many services as needed. Customers will only see staff available for the service they are booking.

How do I allow customers to select their preferred staff member?

In the Staff & Resources tab of the service setup, uncheck "Staff names not visible to customers" to enable this option.

Can I change staff availability for a specific date?

Yes, use the Fine-Tune Hours feature to modify availability for specific dates without changing regular working hours.

Can staff log in to manage their schedules?

Yes, you can assign a user login to a staff member, allowing them to log in and manage their own bookings.

 

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