choosing staff member

[Dafforne38]

hi.

I wonder if anyone had a similar issue:

My clients are trying to book an appointment with chosen staff member, but after choosing wanted service and member of staff, calendar shows them availability not for the chosen staff but for whole team? not sure how to fix it, clients are getting annoyed not knowing who they are booking in with 😞 

help please 🙂

[k_atie]

Hey @Dafforne38! Welcome to the Seller Community, I'd be happy to help out!

Mmmh, that definitely seems a bit strange alright. 

Are you able to provide a link to your booking site so I can take a look at what is appearing to your customers? Could you also provide some examples of your staff's availability? I may look at your booking workflow to see if what you have set up for your staff's availability is displaying correctly on your website. 

Thanks! 😊

[Dafforne38]

hey. Fixed it now, it had a bit of issues with option on to allow to book with multiple staff. switched it off.. all works well now.

I do have another issue though..  All my staff are self employed, one of them is using square device to take payments, but sicne we started using square appointments, all her payments are coming to my bank account and shes locked out from her account, when we tried to ament bank details on her square payments account it says shes got no permissions to even access details of current bank account.. any idea how to sort this out? 

also do you know how do i produce monthly report of just cancellation fees for set period for all the staff?  (all fees are coming to my bank acc so once a month we go over it and i pay them what came from their cancellations)

Many thanks in advance.

Magda

[k_atie]

Hey @Dafforne38, thanks for the update. I'd be happy to help you out with this. 

Is your staff member working as an independent worker but listed on your account as an employee? Are they using their own Square device and account or are they signing into your own Square account? How did your employees receive payments prior to using appointments? 

In order for your staff members to be able to receive payments from their services if they are independent employees not on your payroll), they will need to create their own Square account, sign up to Square Appointments, and link their own bank account. 

At the moment, it is not possible for payments from your own appointments to go to your staff's bank accounts. This would be considered a feature request. I'll make sure to pass that feedback over to our product team for them to take into consideration. 

As for your staff being unable to alter her banking details on her account, she may have a set of permissions assigned to her profile that prevent her from changing those settings. To edit staff permissions: 

1. Sign in to Staff > Team in your online Square Dashboard > Permissions.
2. Select an existing permission set and make edits.
3. Click Save. Any changes made apply to all team members assigned to the permission set.
4. To delete a permission set, click Delete.

Note: If active team members are still assigned to this permission set, they’ll need to be removed from the permission set before it can be deleted.

We don't offer specific reports for cancellation fee reports at the moment, but I think it's a great idea though! I will also make sure to pass this idea over to our product team. 

However, Cancellation/No show fee transactions will show up in your transactions tab. You can use the filters to just show transactions from the appointments app within your Square Dashboard. Go to your Transactions, select a date range, and in the Source filter box, select appointments. This will show you all the transactions that came from appointments, including the Cancellation/No show fees. If you are looking to tally up all of the cancellation fees, you can export the file as a transaction CSV and then delete the rows that are not classified as a Cancellation/No show transaction. You'll have to manually add them up together, however. 

I hope the above information is helpful. Let me know if you need help with anything else!

[Dafforne38]

hi.

She is self employed, was using her own square device to take payments to her own bank acc. then as soon as we started using square appointments she has been blocked on her device from getting payments into her bank acc. she literally can't access any settings on her square payments app (not appointments) as it says she's got no permission.

I am trying to work out how to change her email address on appointments but thats proves to be a hustle too 😞 if i delete her profile and set up new one, ill have to manually move all her booked appointments from old profile to the new one. is that the only way? seems like there is no easy ways with square 😞

[Emma_]

Hi @Dafforne38, I'm sorry to hear you're running into this. It looks like you are trying to change the email address from the Team section of your Dashboard. 

There is a difference between Team member profiles and Appointments staff member profiles. While you can change the email address for an Appointment staff member, you cannot change the email for a Team member with assigned Team permission. If you wish to change the email address, you can deactivate the current team member profile and add her again as a new member with her new email address. Please make sure you are accessing from your Dashboard > Staff > Team > Team members. This shouldn't impact the appointments calendar as long as her Appointment staff member profile is active. 

If this doesn't work, please contact our Support team to have the email address changed. In regards to her own account with her bank account, I also suggest contacting our Support team for further assistance so that our team can check her account and assist with her account-specific matters. 

Let me know if you have any questions at all.