Summary

Each specialist who gives lessons must have the service on their schedule to be booked. For Virtual Private Lessons, you set up Time-Based Specialists because lessons are scheduled in specific time slots.

After you create a user account for an employee and set up services, you can set the employee up as a specialist. You assign their availability, services, and commission.

Before You Begin

You should have already:

• Created a Virtual Private Training Reservation Type
• Set Up Virtual Private Training as an Additional Service
• Set Rates for Virtual Private Training

Steps

1. Go to Left-hand Navigation: Reports & More » Manage Schedules.
2. Select the location you want to create a specialist for.

   

3. Select the + button in the user column to add the user to the schedule.

   

4. Select the + button under the date you want to start scheduling the specialist.
5. Choose Specialist Shift.
6. Select Virtual Private Lesson from the service drop-down menu.

   

7. Select Time-Based.
8. Choose whether the shift applies to all future shifts. Choose Yes to repeat it on that day of the week for that service. Choose No to apply it to that date only.
9. Select the Start and End times for each day of the week.
10. Set the capacity per time for the service.

    Notice: Capacity is per appointment time, not for the whole time block you create here.

11. Optionally, add breaks in the day. Select the Add Shift icon to the right of the time pickers.
12. Select Save.

    

The specialist now shows a service shift for that day of the week. A recurring icon shows next to a shift that repeats.

Next Steps

Go to Configure Communication Preferences for Virtual Private Training.

Related Articles

• Virtual Training Topic Outline
• Set Up Virtual Private Training Process
• Set Rates for Virtual Private Training How-To