How do I set which services a staff member can be booked for?

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.

Updating from the Service

Go to ManagerServices > 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.

Not Seeing the Qualified Option?

If you have multiple locations in Phorest and have access to the Chain Library, you will not see this option and will need to update staff qualifications within a staff member's profile (see below).

Updating from the 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. 


From here, you can toggle the button beside each service to either Yes or No to set whether or not they can be booked for each service.

If a category of services is missing, click +Add Category to add it.


If the staff member does the exact same services as another staff member, you can use the Copy From dropdown option to quickly mirror another staff member's service settings.


When you're done, remember to click Save to finish.

Online Booking

If you are looking to stop a staff member from being booked online for a service but still have them bookable internally by staff, then set the service to No under the Services screen on their staff profile.

You will still be able to make a booking internally, but you will receive a pop-up to say, "This staff member is not qualified. Are you sure you want to continue?". Clicking Yes on that pop-up will allow the booking to continue.

If you want to completely hide a staff member from your online booking system, check out this guide.

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