This article will explain what the Primary service option is used for in a Package or Special Offer and how it affects appointments that are made in your online booking system.
In this Article
What Does the Primary Service Option Do?
The Primary service option decides which staff members should be listed in the staff choice dropdown list when booking a Package or a Special Offer online. It also affects 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. If all services are multi-choice options, then clients will not be able to select a staff member when booking online.
Staff members who can be booked for the Primary service will appear in the online booking staff selector menu for the Package or Special Offer.
Default Primary Service
When creating your package or special offer, a service will automatically be chosen as the Primary service based on default rules, prioritized in the order 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 with an online category of Cut + Styling.
- If the point above is false, the default Primary service will be the most expensive service.
- If both points above are false, the default Primary service will be the longest-duration service.
Multiple Services & Selected Staff Not Qualified
If your Package/Special Offer includes multiple services and the staff member selected by your client is not qualified to perform some of these services, those services will be booked with another staff member who is qualified for them.
Preferred Staff Member
If a client chooses a staff member from the list when making a booking and does 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. No preferred staff member will be added if the 'No Preference' option is chosen.
No Primary Service
If you choose not to specify a primary service, the Package will not be displayed in an individual staff member's Service list in your online booking menu, and a staff member can only be booked randomly when clients book an appointment for that Package.