This article will outline how to set which services/treatments a staff member is qualified to be booked for.
With Phorest, you can adjust staff qualifications for services by either editing the service itself or updating a staff member's profile.
In this Article
Setting Qualifications from the Service
Go to Manager > Services > Click on a service to edit it > Staff.
From here, use the Qualified toggle to set whether a staff member can or can't be booked for this service.
Setting Qualifications from a Staff Profile
Go to Manager > Staff Members, and click the name of a Staff Member to open their staff profile.
Click the Services tab at the top of their profile to see the list of services currently assigned to this staff member. If they are not currently qualified for any services, you will see a button to Set Services.
From here, you can toggle the button beside each service to Yes or No to indicate whether it can be booked for that service.
If a service category is missing, click +Add Category to add it.
If a staff member performs the exact same services as another staff member, you can use the Copy From dropdown to quickly mirror another staff member's service settings.
When you're done, remember to click Save to finish.
Online Booking
By default, staff members will be bookable online for any service that is also available online, provided the staff member is also available online.
Making a Staff Member Unavailable Online for a Specific Service
If you want to prevent a staff member from being booked online for a specific service but still want to book them in-house, just go to the Services tab, find the service(s), and switch Online Booking to No, while keeping Qualified set to Yes.
If you want to completely hide a staff member from your online booking system, check out this guide.