Help / Appointments & Service Bookings

Setting up professionals

Add the people customers can book, then give them branches, services, shifts and breaks so that times become available.

A professional is anyone who can be booked: a stylist, doctor, consultant or a resource. The times customers can choose come from the professional's shifts, minus breaks, time off and bookings already made.

Add a professional

1. Open Service Bookings > Professionals (Professionals).
2. Click Add professional (needs the Professionals Create permission).
3. Enter the Name, and optionally Role / title, Specialty and Bio.
4. Click Create professional. You are taken to the professional's page to finish setting up.

The list shows name, role, specialty and an Active or Inactive badge. Use Search and the Active only checkbox to filter, and Manage to open one.

Complete the setup on the Manage page

Each section is a separate card. Changes need the Professionals Edit permission; otherwise the page is read-only.

• Profile: edit the details and untick Active to stop the person being booked. Click Save.
• Branches: type the Branch id and click Assign. A professional can only be booked at branches they are assigned to. Clinic doctors must be assigned to the clinic branch.
• Services: type the Service (item) id and click Assign. Only items of type Service in your catalogue can be booked. Optionally enter a Duration override (min, optional); otherwise the service's own duration applies, or 30 minutes if none is set.
• Shifts: choose the Branch id, whether it repeats Every weekday or on a Specific date, then the Start and End times and click Add shift. You can add several shifts on one day, for example a morning and an evening shift.
• Breaks & time off: pick a Kind (Break, Leave, Holiday or Blackout). Tick Recurring daily for a regular daily break such as lunch, or give a From and To date and time for a one-off absence. Add a Reason if you like and click Add.

Use Remove next to any row to delete it.

Good to know

• These screens ask for numeric ids for branches and services. The Manage page of a professional has its id in the page address.
• Booked times are rounded to your company's time slot interval (15 minutes unless your company has chosen another).
• If someone else saves the same professional first, you will see a message to reload and try again.
• Clinic doctors are chosen from the active professionals assigned to the clinic. See Clinic queue and visits.
• Next step: Book appointments.