This article will explain what the Primary service checkbox is used for in a Package or Special Offer, and how it affects appointments that are made in your online booking system.
The Primary checkbox decides which staff members should be listed in the staff choice dropdown list when booking a Package or a Special Offer online. It also has an effect on a client's Preferred Staff Member when they make a booking.
Note: If you have a multi-choice option in your Package or Special Offer, you cannot choose a multi-choice option as the Primary service.
Staff members will be listed in the online booking staff choice dropdown menu for the Package or Special Offer provided they can be booked for the Primary service.
If a client chooses a staff member from the list when making a booking, and they do not currently have a Preferred Staff Member listed on their client card, then the staff member they choose will be added as their preferred staff member. If the 'Any' option is chosen then no preferred staff member will be added.
When creating your, a service will automatically be chosen as the Primary service based on default rules, prioritized in the order they are listed below. You can choose to override this by manually picking a Primary service yourself.
The default primary service is selected if:
- A service is added to the Package or Special Offer, where the service is from a Service Category that has an online category of Cut + Styling
- If the above is not true, the default Primary service will be the most expensive service.
- If the above is not true, the default Primary service will be the longest-duration service.
No Primary Service
If no Primary service is chosen, then the staff dropdown will not be displayed for that Package or Special Offer in your online booking menu, and a staff member will be booked at random when clients book an appointment.