How to Allow Customers to Select the Staff Member Providing the Service

How to Allow Customers to Select the Staff Member Providing the Service


By default, Nabooki automatically assigns an available staff member when a customer makes a booking. However, if you want customers to choose who provides their service, you can enable this option in the service settings.

Enable Customer Selection for a Service

1️⃣ Go to Settings in the left-hand menu.
2️⃣ Select Inventory, then click Services.
3️⃣ Click on the service name to open its settings.
4️⃣ Navigate to the Staff & Resources tab.
5️⃣ Uncheck "Staff names not visible to customers."
6️⃣ A new option will appear: "Title of staff member providing this service."
7️⃣ Select a title from the dropdown (e.g., Consultants, Teachers, Instructors) or click Other to enter a custom title. If using a custom title, enter it as a plural (e.g., "Providers" instead of "Provider").
8️⃣ Click Update to save changes.

Once enabled, customers will be able to choose a staff member from a dropdown list when booking. If no selection is made, the system will automatically assign any available staff member to maximise available timeslots.




(Optional) Add a Staff Description and Image

Adding a staff description and image can help customers make an informed choice when selecting a staff member. These details will be displayed in the booking widget if provided.

1️⃣ Go to Settings > Staff.
2️⃣ Click on the staff member's name to edit their profile.
3️⃣ Enter a short description in the provided text field (e.g., specialties, experience, or a fun fact).
4️⃣ Upload a profile image if desired.
5️⃣ Click Update to save changes.

IdeaThis step is optional, but adding images and descriptions can improve the customer booking experience.

If you decide not to add a image and/or description, the booking process will be displayed like below.


Troubleshooting & FAQs

Why is "Any Staff" the default selection in the booking widget?

The default selection is "Any Staff" to show the maximum available timeslots. If a customer selects a specific staff member, only that staff member's available times will be displayed.

A staff member isn’t appearing in the selection list. Why?

Check the following:

  • The staff member is assigned to the service in their profile (Settings > Staff > Services dropdown).
  • The staff member has available working hours in their Hours tab.
  • The staff member accepts online bookings (they must not have "This staff member does not accept online bookings" enabled in their profile).
  • The selected date and time fall within their available schedule.
Can I enable staff selection for some services but not others?
Yes. The setting is controlled per service, so you can allow staff selection for specific services while keeping others automatically assigned.
What should I enter for the "Title of staff member providing this service"?
Select from the predefined titles (e.g., Consultants, Teachers, Instructors) or enter a custom title. If entering a custom title, ensure it is plural (e.g., "Providers" instead of "Provider").
  

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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