Assign a Specialist to Multiple Services (How-To)

Article Details

Summary

You can create a schedule for all the services a specialist performs in the same window. Follow these steps to add more service availability to the same specialist.

Steps

  1. Select a shift you already created. The edit shift pop-up window opens.

    Weekly schedule with service details.

  2. In the services list, add any more services for that specialist.

    Edit Shift window with service options.

  3. Choose time-based or slot-based availability.

    Service scheduling options interface.

  4. Select Manage Specialists in the upper right corner of the page.
  5. Adjust the commission, show to customer, and apply to all future shifts settings as needed.

    Service scheduling interface with options.

  6. Save your changes.

The specialist now has separate availability, by date, for each service they perform.

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