Staff Setup Guide

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.

Availability and Schedule Accuracy

Availability drives booking and dispatch quality. If staff calendars are outdated, routing decisions become unreliable and customer ETA promises start to drift.

• •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. Service mapping is one of the main inputs to safer booking and routing decisions.

• •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, so notification failures are usually a data or settings alignment problem.

• •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.