Assigning team members to services

Select which staff can perform each service

Assigning Team Members

Control which staff members can perform each service.

Accessing Team Assignment

  1. Open a service
  2. Navigate to the Team Members tab

Selecting Staff

The tab shows all your team members with:

  • Profile avatar
  • Name and role
  • Checkmark if selected

To Assign Staff

Click on a team member card to toggle selection.

Visual Feedback

  • Selected members show a checkmark
  • Card highlights when selected

Why Assign Team Members?

  1. Skill-Based: Only trained staff appear for specialized services
  2. Booking Accuracy: Customers see only qualified staff
  3. Scheduling: Prevents booking with wrong staff

Custom pricing/duration

Coming soon

Set custom prices or durations per staff member.

Use case scenarios

Scenario 1: New service launch

A new service launches, only 2 staff are trained. The rest stay unassigned. Customers can only book the qualified two.

Scenario 2: Specialty roles

The salon has dedicated colorists and dedicated cutters. Colorists are assigned to color services, cutters to haircut services. Nobody can be booked outside their domain.

Scenario 3: New hire onboarding

A new junior arrives, can do basic services. Assign her only to those, leave advanced services unchecked until she's trained up.

Scenario 4: Universal new service

A new "Eyebrow tinting" service that all estheticians can do. Assign everyone. The service appears in everyone's calendar and is bookable across the board.

Tips

  • Assign immediately when adding a colleague: an unassigned colleague is invisible at booking.
  • Audit when launching new services: who can do this? Everyone you assign will be bookable.
  • Match expertise to service: customers trust that only qualified staff appear.
  • Re-audit periodically: skill levels change. Last year's assignment may not be valid today.
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