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How to assign a staff member to clients
How to assign a staff member to clients

For each client, you can assign staff members so you can easily identify who is responsible for that client's schedule.

Robert Raymund Reserva avatar
Written by Robert Raymund Reserva
Updated over a week ago

Assign a client to staff members or service providers.

1. Navigate to Client Management Page.

2. Enter the name of the client name in the search box. Then, select the client name once it appears below.

3. In the modal prompt, check the box to assign the staff member to the client.

4. Click the Add/Update button. Once done. You can use the "Filter client list by specific staff members.

5. On the Client management page, click the 'staff member' icon. Check the box beside the staff member's name to display the clients assigned.

Note: For the Clients that are unassigned to any of the staff members it is displayed under 'unassigned'.

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