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How do I set which Employees can perform which Services?

Setting which Employees can perform which Service can be done from two places:

  1. Service Settings 
  2. Employee Settings


1. SERVICE SETTINGS:

Choose Manage > Services > List, click the Edit icon, click Employees tab


Use the Enabled checkbox against each Employee to select/deselect if this Service can be performed by each employee.

To select/deselect all Employees, use the on/off toggle   



Click Save


2. EMPLOYEE SETTINGS  

Choose Manage > Employees > List, click the Edit icon, click Services tab


Use the Enabled checkbox against each Service to select/deselect if this Employee can perform each Service

To select/deselect all Services, use the on/off toggle 



Click Save

For information on overriding Service settings for a specific Employees, see: How do I override the settings of a specific Employee/Service combination?

From the Manage Screen tap Employees, then tap on the Employee name

Scroll down to view the list of available Services

To find out how to add a Service see How do I add a new Service?

Slide the Enabled button to the right to enable that Service for this Employee

You can disable a Service from an Employee by sliding the button back to the left


Tap Save

Setting which Services an Employee can perform can be done in 2 ways:


1. When adding a New Employee

See How do I add a new Employee?


Scroll down to the Services section and using the Can Perform slide buttons, enable the relevant Services for this Employee:


Changes made here take effect immediately and can be edited at any time


Tap Save once you have made your selections


2. By Editing the Details of an Existing Employee

From the Manage screen, tap Employees and locate the relevant Employee from your list


Tap on the Employee name


To view existing Services only, tap the SERVICES tab:


To edit Services for this employee, tap EDIT in the top right-hand corner of your screen


Scroll down to the Services section and make necessary changes using the Can Perform slide buttons


Tap Save once you have made your changes

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