How do I allocate team members to services?

It may be that not all your team members will have the same skill set or will be able to provide the same service.

To allocate a team member to a service:

1. Go to PREFERENCES, Positions & locations, and select Staff positions.
2. Add Staff positions you`d like to allocate.
   
3. Go to Services, Click on Category or add a new one, and assign the Staff position from the drop-down menu
4. Go to the Staff list select the team member and select the Staff position from the drop-down menu.
   
5. Once you assign the staff positions to your team members they will be able to provide the services that are assigned to this category of staff positions.
6. Save changes.