How do I assign different reservations / bookings to different staff members?
How do I assign different reservations / bookings to different staff members?
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1. Inside "Business Staff", add staff members
On your Business Home screen, click on "Business Staff", and add the emails of all your staff who will meet customers and validate their bookings.
If it is just you, then do not add any staff. You cannot add yourself as a staff because you're already the owner.
Why is this important? Adding staff members is necessary to achieve some key functions:
To allow staff members to login with their emails and access some of the options of your business menu
To allow staff members to validate customer bookings
To automatically assign different bookings to different staff members.
2. Inside "Booking Unit", edit unit details
On your Business Home screen, click on "Booking Unit". You will see the list of booking units that you have added. Swipe a booking unit and click on the icon to edit.
3. Inside the unit details, select the staff member
On the screen to edit the unit details, scroll down until you see the "Staff assigned" section.
Admin will be always selected. Hence the admin will always see all reservations
Select one or more staff member(s) who will manage all reservations of this booking unit
Click on the DONE button to save.
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