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Specialists

Clients book with a specialist of their choice

Add every specialist with a photo, positions and a phone number, set their schedule and leave “Make available for online booking” switched on. The client picks them on your booking page, and you see this month’s bookings and the workload on their card.

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Specialist card

Everything about a specialist on one card

A photo, positions and a phone number, two switches that decide where the specialist appears, and their workload for the month.

Several positions, one main

In “Position” mark every position the specialist holds and pick the main one: that is the one the card shows. The list of positions is yours, and a new name is created right in the form.

Available for online booking

The “Make available for online booking” switch on the card. While it is off, the booking page neither shows the specialist to clients nor offers their time.

Shown in the timetable

The second switch, “Show in the timetable”, decides whether the specialist appears in the Working Hours table, where you see the whole team’s week or month.

Schedule workload

The card shows this month’s bookings and the workload as a percentage: booked minutes against the minutes of the schedule. Declined bookings do not count.

The Staff section

The whole team on one screen, on a phone too

The Staff section is in the mobile CRM as well: the same cards in two columns, a search by name and an “Add” button that opens the same form with the photo, positions, phone number and switches.

A photo, cropped

Upload a photo and crop it in the round window: drag it to move, use the “Zoom” slider to get closer. No face is cut off at the edge.

Several positions

Under the name the card shows the specialist’s main position; the phone number and the other positions are in the form a tap on the card opens.

The schedule sets the free time

A specialist’s weekly schedule is set in Working Hours, and the foot of the card reads “Working today:” with the hours, or “Day off”. The booking page works out free time from that very schedule.

This month’s bookings on the card

Under “Bookings” is the specialist’s number of bookings this calendar month, and the “Workload” bar takes its colour from it: green up to 60%, orange up to 90%, red beyond.

How do you add a specialist to your team?

A card, a schedule, and the booking page is already offering them to clients.

1

Create the card

In Staff, click “Add Staff”: a photo, name, surname, phone number and “Position”. Both switches are already on.

2

Set the schedule

Click the foot of the card and the specialist’s schedule opens in Working Hours: working days and hours, and “Reply for all weekdays” fills the week in one go.

3

Tick them in the services

In the card of every service they perform, tick the specialist among the staff. From then on the booking page offers them with their free time.

Online booking

Clients choose their specialist themselves

On the booking page the client sees only the specialists who perform the chosen services and have “Make available for online booking” switched on, and under each one the free time of the chosen day by their schedule. With several services, Bookly shows those who perform all of them.

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