How to Set Up and Manage Staff in Nabooki

Setting up staff members in Nabooki ensures that services are assigned to the correct personnel, availability is managed efficiently, and bookings run smoothly.
Staff members can also be set up as users, allowing them to log in and manage their schedules.

Why Set Up Staff?

Setting up staff in Nabooki allows businesses to:
✅ Assign staff to services to manage bookings and availability.
✅ Let customers choose their preferred staff member (if enabled).
✅ Provide staff with individual logins to access their schedules and manage bookings.
✅ Set custom working hours and availability per staff member.
✅ Ensure that only available staff can be booked for services.

Step 1: Access the Staff Section

1️⃣ Click Settings from the left-hand menu.
2️⃣ Select Staff to open the staff management page.

If you already have staff set up, they will appear here. You can edit existing staff or add a new one.

      

Step 2: Add a New Staff Member

1️⃣ Click the + Add new button.
2️⃣ Enter the staff member’s name and email and select location(s) if applicable. 
3️⃣ Provide any additional details such as an image and description if required.
4️⃣ Click Continue.

If you select "This staff member does not accept online bookings," the system will prevent online bookings from being assigned to them.

Step 3: Configure Staff Availability

Each staff member can have their own working hours, which determines when they are available for bookings.

1️⃣ Select between Specific hours or Standard business hours.

📌 Specific hours: It will ask you to manually set the weekly schedule from Monday to Sunday
📌 Standard Business hours: Staff will follow the location hours set in the account in Settings > Locations

2️⃣If required, use the Blockout or Fine-Tune Hours feature to adjust specific dates.

Blockout

This will allow you to close the availability of the staff on a specific date(s). It is also similar to block out an individual staff member or resource via the calendar.

Fine-tune hours for specific dates

It will allow you to override the hours set in the account if a staff member has a flexible time working for a specific date(s). 

Step 4: Assign Staff to Services

A staff member must be assigned to at least one service to be bookable.

1️⃣ Click Settings from the left-hand menu.
2️⃣ Select Staff to open the staff management page and select the staff member.
3️⃣ Select the services from the dropdown menu below Assigned services to assign the relevant services.
4️⃣ Click Update.

Customers will only be able to book this staff member for assigned services.

Set Up Staff Login Credentials

To allow staff to access their schedules, you can assign them a user login. This is useful for staff members who need to manage their own bookings or view their schedules online.
For more details, see: 👉 How to Provide Staff with Their Own Login Credentials.

Resetting or Editing Staff Availability

If a staff member’s availability changes, you can edit or reset their schedule.
For more details, see: 👉 How to Edit or Reset Fine-Tuned Hours for Staff

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.

 

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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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