The “Personnel” tab is for the management of your personnel.
Personnel basics
In Booxi, there are 2 types of personnel:
“Personnel with calendar”: staff members that can be booked for services; such users have an associated schedule, which is displayed in the Calendar tab.
“User without calendar": staff members that do not provide services (usually management personnel); these users have no associated schedule and do not appear in the calendar, the booking widget or your Booxi page.
What’s included in a personnel profile:
Personnel details: basic profile information
Assigned services: list of service(s) that this staff member can work
Work schedule: the staff’s availability schedule
Booking rules: settings relating to the booking of this staff member
User access: the staff member’s user access type and associated permissions (*only applies to users with a personal account)
Useful links:
Personnel details
Includes the following fields:
Personnel name
Visible to clients on your booking page and in client booking emails
Position (e.g. Esthetician, Specialist)
Visible to clients on your booking page and in client booking emails
Mobile Phone
Not visible to clients, used for communication purposes only
Work Phone
Not visible to clients, used for communication purposes only
Email
"Allow clients to reply": if enabled, clients can reply to booking emails that have this staff member assigned to it.
Preferred Language: This determines the language of the transactional emails (i.e. booking confirmations, modifications and cancellations) sent to the chosen staff member.
Biography
Assigned services
Assign services to staff members so they can be scheduled for services and booked by clients.
To assign services to a staff member, simply navigate to their profile, click "Assigned services", then check the box for every applicable service and save.
Useful articles:
Work schedule
This is the staff’s work schedule, which determines their availability for booking date/time(s). Availability can be based on 1 of 3 options:
Open Business Hours
Weekly work schedule
Calendar
See here for more details.
Useful articles:
(Personnel) Booking rules
Settings relating to the booking of this staff member. See here for more details.
Useful articles:
User access
The staff member’s user access type and associated permissions (*only applies to users with a personal account). See here for more details
Useful articles: