How to make an employee eligible/able to perform a single service #
If this isn’t done for an employee, and you attempt to book a service under their column they are not eligible for you will see a message that says “Selected employee is not eligible to perform this service”
To make them eligible:
- Go to Employees.
- Click on the Employee’s file.
- Click the Service Eligibility tab at the top of the screen.
- Find the service.
- Click on the toggle to enable their eligibility for that service.
- Click Save.
How to make an employee eligible/able to perform multiple services at once #
If this isn’t done for an employee, and you attempt to book a service under their column they are not eligible for you will see a message that says “Selected employee is not eligible to perform this service”
To make them eligible:
- Go to Employees.
- Click on the Employee’s file.
- Click the Service Eligibility tab at the top of the screen.
- Click Select All. (This can be narrowed down using the category filter under Show Options)
- Under Set All Service Eligibilities, click Eligible.
- Click Save.
How to copy the eligibility from a similar employee #
If this isn’t done for an employee, and you attempt to book a service under their column they are not eligible for you will see a message that says “Selected employee is not eligible to perform this service”
To make them eligible:
- Go to Employees.
- Click on the Employee’s file.
- Click the Service Eligibility tab at the top of the screen.
- Click Copy
- Select the Employee from the drop-down list to copy from, and whether you want to copy booking times and prices as well.
- Click Continue.
- Click Copy Employee Services.
- Click Save.
