Staff Profiles (Photo + Bio)
Treat each profile as a conversion asset. Customers are more likely to book when they can see who is coming.
- •Upload a clear, friendly photo for every customer-facing team member.
- •Add a short bio with years of experience and specialties.
- •Keep profile details professional and consistent in tone.
- •Update bios whenever certifications or responsibilities change.
Roles and Permissions
Use the correct role to control access and avoid accidental changes to business-critical settings.
Owner / Admin
Full access to settings, billing, and operational controls.
Manager
Can manage day-to-day operations, schedules, jobs, and team execution.
Technician
Field-focused access for assigned jobs, checklists, notes, and status updates.
Availability and Schedule Accuracy
Availability drives booking and dispatch quality. If staff calendars are outdated, routing decisions become unreliable.
- •Set default weekly working hours for each staff member.
- •Block recurring off-days and known time-off dates.
- •Review schedule conflicts weekly before peak demand windows.
- •Align travel buffer expectations with real operating conditions.
Service Assignment
Only assign services a staff member is trained and approved to perform.
- •Map staff to services based on skill and certification.
- •Limit specialized services to qualified team members only.
- •Re-check service assignments when adding new offerings.
- •Use assignment data to improve dispatch reliability.
Trust Signals in Booking Flow
When staff picker is enabled, profile quality directly affects conversion confidence.
- •Show photo and short bio in booking and confirmation flows.
- •Use plain language for specialties (e.g., furnace tune-up, leak diagnostics).
- •Avoid incomplete profiles if customers can choose staff.
- •Test booking pages on mobile to ensure profile clarity.
Customer ETA Updates (On My Way / Running Late)
Technicians can send one-tap status updates from day view so customers know who is coming and when.
- •Use On My Way when the tech is leaving for the job.
- •Use Running Late when arrival timing changes.
- •Each update includes staff name, optional photo, and ETA minutes.
- •Enable staff bio in customer communications to keep identity consistent across quote, confirmation, and invoice.
Staff Notifications
Assignment and reminder delivery depends on both store settings and staff-level preferences.
- •Enable staff reminders in store/business settings.
- •Ensure each staff member has valid email/phone contact data.
- •Verify opt-in preferences for SMS or email alerts.
- •Audit missed reminders monthly and clean up stale records.
Recommended Staff Setup Checklist
- •Create each staff profile with photo and bio.
- •Assign correct role and access level.
- •Set weekly availability and time-off.
- •Map services to eligible staff.
- •Enable staff bio in customer communications.
- •Send a test on-my-way update and verify name/photo/ETA rendering.
- •Enable reminders and verify contact channels.
- •Run one test booking with staff picker enabled.
