This article is for:
There will be times where clients either new or returning have a staff member they would like to book with. Maybe they saw their work via your social media accounts, or possibly you have a current promotion going where they will receive a discount should they book with that individual. Whatever the reason may be, in this article you will learn how to manage your staff booking preferences, allowing your clients' the ability to select specific staff members for their online appointments.
How to set staff booking preferences
Step-by-step instructions
1
Head to setup from the main menu in your Timely account dashboard.
2
Next, click on online bookings, then scroll down to the settings area. In the dropdown for selecting staff, choose one of the following options. These settings are completely up to you and should be chosen based on how your business operates.
Customers can select a staff member or choose no preference
Customers must select a staff member when booking online
Clients have no option to select a staff member and the staff member is automatically allocated
3
We also recommend selecting the option where the customer must enter an email address and mobile phone number. This ensures you have their contact details.
4
When you are ready, click save to apply your changes.