Multi-Staff Appointment Scheduling: Support Thread

[DannyH]

With this feature, your clients will be able to book a single appointment with your business that contains multiple services assigned to different staff members. Assigned services will show up on each employee’s calendar, and tips will be allocated accordingly to each assigned staff member.

How to Manually Book Appointments with Multiple Staffs

1. Go to your Square Dashboard.
2. Navigate to your Appointments tile.
3. Click Calendar.
4. Click “Create Appointment”.
5. Enter the client’s information as required and the date and time of the appointment.
6. Click “Add a service”.

1. Select the service that the client wants.
2. In the popup window, you can change the default staff selected by clicking on their name. This will trigger a dropdown to appear where you can select a different staff member.

1. Click “Save”.
2. Repeat steps 6–9 to add additional services and select the correct staff member for each service.

Note: In the event of a possible double booking for a staff member, we will alert you when attempting to save the assigned service.

For information on how to assign items to a specific staff member, reporting, and tipping head to our private Support Center article for this beta. 

Have feedback to share with the team? We'd love to hear from hear from you -- share your thoughts below in the thread!

[AutumnVHL]

Is it possible to allow services to be booked during the processing time for another service? For example, to allow a client to book a waxing while their hair colour processes? This is very key for our salon/spa environment. 

[Elyn]

@AutumnVHL Thank you for this feedback and sharing the specific use case. Right now processing time only allows for a separate appointment to be booked in that time. I definitely see how this would be helpful in a spa environment. I used to be a hair stylist myself and always did any facial waxing right before shampooing out hair color.  

I shared this with our product team to consider for future considerations.

[studiowillow]

When a stylist is checking out a service that they were assigned to, but then need to add an additional service (brow wax, gloss, etc) or a product - that added item defaults to main account. The main account is logged into the square register because there are 3 stylists in for the day. And because square does not allow the transaction to be adjusted after the fact, the main account shows multiple products and services sold. 

How can this be corrected without having to log in/ out with every transaction? The register allows us passcodes to enter but only after a transaction was completed - which I also don't find helpful. 

[Elyn]

 @studiowillow Our team is currently working through a couple of newer bugs in regards to passcodes and permissions with Multi-Staff booking. However, I would double check to be sure your register is fully updated and sign out and back in to Square Appointments. Logged in with the Account Owner log in should allow you to edit staff when making those appointments.

[studiowillow]

Has this been fixed?  We are having this exact issue and is extremely frustrating. 

[DiannaDemmel]

I want in!

[ReeseG]

So, looks like the original bug was fixed, but now all of a sudden two of my employees who have full permissions, are no longer able to discount individual services or items, it will only let them discount the entire ticket.  If they need to discount one service or one item on a ticket, it doesn't allow them.

[MassageBossETX]

We had a few issues with our permissions as well. we actually weren't even able to book appointments for other therapist. I ended up changing all the permissions and then changing them back and I think that helped. 

[Elyn · Accepted solution]

Our team is aware of passcodes and permissions issues currently with Multi-Staff booking. These are blocking staff from editing each others appointments or during checkout. We're aiming for the fix to be part of the app update the first or second week of April. Either disabling the passcode requirement or using the owner passcode should work in the meantime with any issues. Apologies to those that this as impacted and thank you all for flagging these.

[ReeseG]

We are having a new issue this week- no matter who is logged in on the computer or the tablet, or which column we select to book, the service provider defaults to one particular service provider (alphabetically, maybe?), so many appointments are getting booked on the wrong provider.  Also, appointments seem to be magically moving onto her schedule over night that were most definitely booked on the correct provider.  The appointments are even outside of her scheduled time!  MAJOR BUG THAT NEEDS FIXING ASAP!!! I can provide a screen shot of the moved appointments.

[Elyn]

Hi @ReeseG

app version 5.62 should be available now to update all of your devices. Is this behavior happening on your iPad or individual phones. From looking at your account it looks like Andrea is the only provider to have the app completely updated. So knowing which device, email login and passcode used will be helpful in figuring this out.

[ReeseG]

Ipad and desktop computer, and iphone.  Same behavior on all of them.  I will confirm that the iPhone is updated, but the iPad is set for automatic updates, and the computer we are using a browser.  Yes, Andrea is the person that it is defaulting to, but it doesn't seem to matter who is logged in on any device, we get the same behavior.  And she is also the person that appointments are moving to unexpectedly.  None of us are touching those appointments, they just move on their own.

[ReeseG]

And the app on my personal iphone is showing as up to date, as well

[ReeseG]

Just forced another update on my phone.

[ReeseG]

How can I send a screenshot so you can see what is happening?

[Elyn]

Apple spreads out auto updates over the course of week so sometimes there is a bit of a delay from when we launch an update to when an auto update will occur. Can you give a couple of specific appointment examples that moved to Andrea's schedule. The customer's first name, date and time should be enough for me to locate them. Then we can have our engineering dig into the log history.

[ReeseG]

Tuesday 5/18 3:00 Erin I believe my staff corrected it but the logs should show what happened.

[ReeseG]

We had a couple of others happen yesterday but they were also corrected so I don't remember who or when.

BTW, Apple App update wouldn't explain why it is also happening in the browser on the computer.  We are using a windows machine for that.

[MassageBossETX]

We are having the same issue. It is a major problem. THank you for reporting it. I have been so busy trying to correct our appointments, I haven't had time. Ive only noticed it on desktop but that is where we make the maority of our appointments so I'm not sure about anywhere else. It looks like it is alphabetical because ours all go to Emily. 

[Elyn]

Thank you both @MassageBossETX & @ReeseG I've been able to reproduce the default staff issue myself in the dashboard. It seems to default to the first staff in the list no matter which staff calendar is selected first. I did get a screen record of it and shared with our engineers. I did find the example appointment provided too. From what I can see the appointment was initially booked with Andrea, probably due to this new default bug. Then was noticed later and changed to the new staff member. I am getting confirmation on that too. 

Hang in there, we're on it! Definitely double check the staff listed on each service for now when booking on the dashboard. I'll keep you posted as I learn more.

[Elyn]

@MassageBossETX @ReeseG I just tested the fix for this bug on my side and all seems to be working properly now. Let me know if you still have trouble.