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Staff

Staff members in Bookly are your team members that work directly with your clients to provide the services.

The plugin cannot function without at least one default staff account created.

Your team members can have access to their individual calendars in Bookly via their WordPress accounts (see below).

For better management, you can group staff members into Categories. Use drag & drop to shift employees between categories and change their position in a list. When you configure the order of staff members here, they’re displayed the same way on the front-end when customers select them from the drop-down menu.

Create and edit staff members in your Bookly menu > Staff Members.

staff-backend-1.png

Properties of Staff Members

Please note that all settings described below are available with Bookly Pro installed and activated. The free version of Bookly has limited functionality.

Full Name

Visible to clients at the time of booking.

WP user

If your employees are registered as WordPress users, you can select them from the drop-down menu and associate with staff members’ profiles. 

A user with "Administrator" role will have access to the calendars and settings of all staff members, and a user with another role will have access only to personal calendar and settings. If you leave this field blank, this staff member won’t be able to access the calendar using the WordPress backend.

Email, Phone, Info

Add this info to booking form or notifications to clients. The email address can also be used for staff notifications.

Visibility 

If you choose private, that staff member won’t appear in the list of your employees at the first step of booking. Though you’ll be able to add an appointment with that staff member in the backend calendar.

Limit working hours per day

Allows limiting the total time occupied by bookings during the day for staff member.

Google Calendar Integration

If you want to integrate Bookly with Google Calendar, you can choose whether or not to synchronize that staff member’s appointments.

Services 

Choose all if they can provide all kinds of appointments, or link them to just a few. You can override default service price for specific staff members.

staff-backend-2.png

Schedule & Days Off 

By default, everyone has the same schedule as the whole company. Each staff member can have their individual working days, hours, and breaks, as well as holidays.

staff-backend-3.png

staff-backend-4.png

If you want to display a staff member photo in a booking form navigate to Appearance > Time tab in Bookly menu. Click on the underlined text and insert {staff_photo} shortcode.

staff-photo-booking-form.png

You can archive staff members without deleting their appointments history and losing the data associated with them. Archived staff members will be hidden from the list of service providers and Bookly Calendar. To de-archive staff members, select them on the left and change their Visibility to public/private, click Save.

 

This video will show you how to set up a list of staff members with the services they provide.

DEMO | VIDEO TUTORIAL | MAIN BOOKLY SETTINGS | FAQ | ADD-ONS

 

RELATED

Basic Setup

Critical Settings

Services

Booking Form Appearance

Staff Cabinet Add-on – let your staff members manage their bookings without access to WordPress admin panel.

GOOD TO KNOW

Google Calendar sync – to add new appointments to each staff member's Google Calendar, and block busy events in Google Calendar from being booked as Bookly appointments.

WordPress user access lets staff view a stripped-down version of the company's WordPress calendar with that staff member's appointments only. Also, lets them edit their personal info.

Notifications and reminders via email and text messages can be sent to staff, too.

Locations Add-on – if you have several offices/shops, where you provide services.

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