Multiple Location Staff Appointment Setup | Walla Support Center

Multiple Location Staff Appointment Setup

Needs to be in proper format

If a staff member provides appointment services at multiple locations, you will need to create a separate staff profile for each location. This ensures proper scheduling and prevents conflicts, as staff availability is set at the staff level.

A Solution for Staff with Availability at Multiple Locations

Staff availability is set at the staff-level, meaning the system views the staff member as available at all eligible locations during their working hours. This can lead to scheduling conflicts if a staff member is booked at different locations during overlapping times.

For example, if a staff member is available from 8am-4pm and provides services at both SOHO and Hamptons, their availability will show as 8am-4pm for both locations. This means they could be double-booked, causing scheduling issues.

Steps to Set Up Staff Members at Multiple Locations

Step 1: Create Additional Staff Profiles

You need to create a new staff profile for each additional location where the staff member provides services.

1. Log in to your admin account.

2. Navigate to the "Staff" section.

3. Click "Add New Staff."

4. Fill in the required details for the new staff profile.

5. Assign the appropriate location to this profile.

6. Set the availability specific to that location.

2. Assign Location-Specific Availability

For each staff profile, set the availability according to the specific location they will be working at.

Example:

- SOHO Location:

- Availability: 8am-12pm

- Staff Profile: John Doe (SOHO)

- Hamptons Location:

- Availability: 12pm-4pm

- Staff Profile: John Doe (Hamptons)

3. Ensure No Overlapping Schedules

Double-check that the availability times do not overlap across different locations to prevent double-booking.

Note: even if you create an appointment specifically for a staff member by name and they are the only person eligible, the system will still show them as available to teach for all appointments they are eligible to teach. Hence, creating separate profiles is essential.

Conclusion

By creating multiple staff profiles for each location and setting location-specific availability, you can manage staff schedules effectively and avoid conflicts. This setup is crucial for maintaining smooth operations and ensuring that staff members are not double-booked across different locations.

If you have any questions or need further assistance, please reach out to our support team.