Each Specialist that will be giving the lessons must have the service on their schedule in order to be booked. For the Virtual Private Lessons, we'll be setting up Time-Based Specialists since the lessons will be scheduled during specific timeslots.

Once a user account has been created for an employee and services have been set up, you may then set the employee up as a specialist; assigning availability, services, and commission for that employee.

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

Assign Specialist to Virtual Private Training

1. Navigate to Left-hand Navigation: Reports & More » Manage Schedules.
   
   
2. Ensure that you have the location selected that you want to create a specialist for.
   
   
   
3. Add the user to the schedule by clicking the "+" button in the user column.
   
   
   

4. Add a shift to a date that you want to start scheduling the specialist by clicking the + button under the date.
   
   

5. Choose to schedule a Specialist Shift.
   
   

6. Select the Virtual Private Lesson from the service dropdown menu.

   
   

7. Select Time-Based.
   
   

8. Choose whether this shift will Apply to All Future Shifts.

   • If set to yes, this shift will repeat for your chosen day of the week for that service.

   • If set to no, the shift will only apply to that date.

      

9. Select available Start and End times for each day of the week.
   
   

10. Set capacity per time for that service.

    Notice: Capacities are per appointment time, not for the entire duration of the time block you are creating here.

     

11. Optionally add breaks in the day by clicking the Add Shift icon to the right of the time pickers.
    
    

12. Click the Save button to save the schedule.

    

The specialist will show a service shift for that day of the week. You will notice a recurring icon next to a shift if that shift is set to reoccur for that day of the week.

Next Steps

Proceed to Configure Communication Preferences for Virtual Private Training.

Related Resources

• Virtual Training Topic Outline
• Set Up Virtual Private Training Process
• Create a Virtual Private Training Reservation Type How-To
• Set Up Virtual Private Training as an Additional Service How-To
• Set Rates for Virtual Private Training How-To
• Configure Communication Preferences for Virtual Private Training How-To
• Set Up Deposits for Virtual Private Training How-To
• Set Up Virtual Group Classes Process
• Set Up Online Video Series Process