Regular customers only
Let only chosen customers book a staff member online.
You can make a staff member bookable online only for customers you pick. This suits staff who only take their own clients.
Turn it on
Open the staff member
Open Resources and click the staff member.
Restrict bookings
On the Info tab, under Appointment Settings, turn on Restrict bookings to regular customers. Click Save.
Customers who are not on the list can't book this staff member online. Customers who are not signed in can't either.
Build the list
Open the Regular Customers tab. It shows how many customers are switched on, for example "3 / 5".
Add customers
Click Add. Search by name, email or phone, and click a customer. Customers already on the list show Added.
Or copy from past bookings
Click Sync from bookings to add everyone who has had an appointment with this staff member before. A message tells you how many were added.
Save
Click Save. Sync and Add only take effect after you save.
Pause or remove a customer
- Use the switch next to a customer to turn their access off or on without removing them.
- Click the bin icon to remove them.
Use Search to find someone in the list.