Once you are logged in, you need to set up the categories, services you offer along with the staff members.
Category Setup
Once logged in, click My Account located on top.
Next, click on Category and select 'Add Category'
Once you set up the categories, they will start to show in the Categories panel as shown below:
You may turn off the 'Status' toggle if you don't wish to offer a particular category to guests.
You may also edit or delete a particular category using the icons located in the Action column as show above.
Once all categories have been added, you can now setup your services.
Services Setup
Located right below the Category tab, select 'Services'
Select 'Add Service' which will open up a form for you to add a service.
Start by selecting the created category you wish to attach to the service you are creating. For example, we have created a category for 'Nails' and adding a service called 'Men's Nail Service' under the 'Service Name'
You can then add a Service Description, Time duration (to show your guests how long it takes) along with the Amount you charge for this service.
Once done, click 'Add Service' that will direct you to the Service Dashboard showing you all the services you have added:
Similar to the Categories tab, you may Edit or Delete your created services.
Staff Setup
Located in My Account, staff setup allows you to add your staff members to your system so that you can assign them to guests. Here's how to get started:
Click the 'Add Staff' button
Here, you can add all the details of the staff member you wish to add.
You can even select the work location you wish to assign them to.
Under Role, make sure to select 'Staff'.
Next, select the services you want the staff member available for. You may select multiple services.
You can also select the type to rank the staff member's experience level. A staff member's experience level will be visible to the guest when doing a self check-in at your business.
Then, you can simply select the staff's joining date and working days/hours.
You can also use the icon located next to the plus sign to copy a given day's schedule for the rest of the days.
Once all the details are added, you can click 'Add Staff' that will direct you back to the Staff dashboard with details of all the staff members that you have added.
These staff members will then become available to book.
Please Note:
Both Admins and Guests can assign any staff member during booking, even if they are not assigned to the selected service or marked as available at the chosen time.
For example, Staff X can be assigned to Service A, even if they are not assigned to it in settings.
Similarly, Staff X can be booked for a Monday, even if they are not on the schedule for that day.
As part of our next phase enhancement work, we are currently working on improving the system to ensure bookings align with staff availability, schedules, and assigned services.