Staff settings
How to staff Assign tab
Staff Assign controls automatic assignment when a booking is created from the dashboard, schedule, or booking site and no staff member was selected. Only active staff who are linked to the booked item in their staff profile are eligible. Staff already assigned to the same item and time slot are skipped.
Staff Assign controls automatic assignment when a booking is created from the dashboard, schedule, or booking site and no staff member was selected. Only active staff who are linked to the booked item in their staff profile are eligible. Staff already assigned to the same item and time slot are skipped.
Staff Assign tab
Staff Assign controls automatic assignment when a booking is created from the dashboard, schedule, or booking site and no staff member was selected. Only active staff who are linked to the booked item in their staff profile are eligible. Staff already assigned to the same item and time slot are skipped.
- Assign the staff member with the fewest bookings in the last 24 hours balances workload.
- Assign staff in alphabetical order uses a predictable name order.
- Assign staff randomly rotates among eligible people.
- Save Settings stores the selected rule. The rule does not apply until it is saved.
Tips
- Create roles before inviting staff so each new person starts with the right access instead of inheriting Admin.
- Link staff to the items they actually run, then choose an assignment rule — auto-assign only considers people checked on Assign Items.
- Prefer Set Inactive over Delete User if someone might return, so history and assignment links stay intact.