With BookX, you can manage your staff by creating team members and assigning them to specific services. This helps streamline daily operations, prevent scheduling conflicts, and manage availability across services and locations.
How to create a team member
1. Go to the “Team” page and click “Create Team Member”.
2. Enter team member name, optionally you can also add phone number and email.
.png?table=block&id=20231e6b-f665-8073-8750-c6dc6218a81e&cache=v2)
3. Optionally, you can assign a team member to a specific location if you operate a multi-locations business.
To add location:
- Click “Add Location”
- Select the desired location
- Click “Add”
Note: A team member can only be assigned to one location at a time to ensure realistic scheduling.
4. Enter how many appointments a team member can handle during a time slot to avoid overbooking.
For example, if a stylist can service 3 clients per hour, set the capacity to 3.
5. Set the working hours for each working day to reflect the team member’s availability.
.png?table=block&id=20231e6b-f665-8016-b604-f4ba6060f100&cache=v2)
6. Optionally, add breaks to avoid bookings during lunch breaks or other rest periods.
To add break:
- Click “Add Break”
- Set the start time and end time
- Click “Add”
7. Optionally, set block out dates and time to prevent booking during vacations, time off, or other unavailable periods.
To block out date and time:
- Click “Add Block Out Date & Time”.
- Select the date and time ranges to block out.
- Click “Add”
8. Click “Save” to add the team member.
If you need further help with adding team members to BookX, please contact our customer support.