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Multi-Staff Appointment Scheduling: Support Thread

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”.

DannyH_0-1612197742471.png

 

  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.

DannyH_1-1612197742572.png

 

  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!

Danny
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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.

Elyn (She/Her)
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Kind of the same lines, but can a guest schedule 2 services with the same service provider? Example - 2 haircuts - one for her, one for her sister. Once a guest clicks haircut service, it doesn't allow to select it again? 

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@studiowillow With this feature the main structure of the appointment will remain One Customer Profile per appointment. The online booking system only allows for one of any specific service per appointment. However, you would be able to create the appointment in your app or on the Dashboard with 2 haircuts. You just would only see the appointment history on the one customer profile linked to the appointment. For this reason we do typically recommend making two separate appointments one for each customer.

Elyn (She/Her)
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Yes, we have been wondering about the capability to ring up multiple clients in one ticket?  regardless of service provider?

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@ReeseG At this time that is still a feature request. It is definitely on the teams radar to consider and work towards in future improvements.

Elyn (She/Her)
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I'm so glad there is finally some progress being made on this. It still isn't quite what we need. We need couples appointmnets, which means, we need someone to be able to book 2 therapists at the same time. Currently this only lets you book one right after the other. Even if we don't get the second clients info at booking, we can always get that when they arrive.  We need to be able to create a single service that requires multiple staff. 

Also since the beta, all our android devices no longer properly block off our turnaround time but apple devices do. 

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Hi @MassageBossETX Thanks for sharing your need for Couple's Massage booking. While not planned for this feature launching I'm sharing with the team to consider for future planning.

 

For your Android devices, can you share a little more here? Is it not adding your "Block Extra Time" settings on services? Are they all updated to app version 5.57? If you can share any screens shots that would help us with this as well.

Elyn (She/Her)
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We are using the updated version and the change occured immediately after entering the beta. The Android version is not showing the "blocked extra time" as busy. It does show blocked on apple or using the squareup website. Seems like just an Android fix needed. Here is a screenshot. 

Screenshot_20210205-161834.png

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Thank you for reporting this @MassageBossETX. I was able to reproduce this on my Android as well. This has been reported to engineering. You can follow progress HERE

Elyn (She/Her)
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@ReeseG Thank you for making us aware of this change. This has been reported to our engineering team to review.

Elyn (She/Her)
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@ReeseG & @HabitatEcoSalon I did get an update from our team. They did find a fix for this issue and it will be included in the app version 5.59 for iOS in a couple of weeks! Thank you for reporting this.

Elyn (She/Her)
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I haven't seen this update. Do we have an ETA?

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@MassageBossETX Version 5.59 started to rollout to app stores today 🙂 You should see it within the next couple of days.

Elyn (She/Her)
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Elyn, 

We recieved the update this morning. It has been installed and I've restarted my phone but it looks like this issue has not been resolved. 

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Hey @MassageBossETX  Are you still having the issue when creating a new appointment or editing an existing appointment?


Elyn (She/Her)
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We are having issues with the calander on android not showing blocked time at the end of appointment. 

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Apologies, I mixed up two different issues. The bugs we identified in Android will be part of the 5.60 release including the fix for block extra time rendering.

Elyn (She/Her)
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We have the same need, running a cleaning business where two or more cleaners will work together on the same appointment. The vast majority of our appointments are handled with a two person team assigned to one service.

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Thanks for sharing this @nrspamela26 We did hear this request a few times during this beta. This isn't currently on the roadmap for features but we did share it with the product team to consider for future planning. We'll be sure to share it here in the  beta community if we ever beta test it.

Elyn (She/Her)
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Ever since we were added to the multi-employee booking, when we ring up a client on the iPad, any products or new services added in the ticket default to the owner's name, instead of the employee who is logged in and who provided the original services.  Should default to the service provider that is already on the ticket, only change if we add another service provider.

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I've noticed this as well.
Makes tracking commission with square next to impossible.

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