Add staff for bookings and select a provider

In the sales application: Add service providers to the booking form and daily schedule.

1. Step 1

   Open Services, then Staff and resources. From Daily booking schedule, first select Booking list; the Staff and resources button is at the top of that page.

2. Step 2

   If the button is missing, ask an administrator to open Service options, enable appointments and staff/resources conflict prevention, then save.

3. Step 3

   In the page form, enter the Name, set Type to Employee / service provider, keep Active selected, then Save. Repeat for each employee.

4. Step 4

   When booking an appointment, select the employee in Service provider. Each provider also has a separate column in the daily schedule.

5. Step 5

   To rename a provider or stop offering them for new bookings, select Edit beside their name, update the details or clear Active, then save.

Adding a service provider does not create a login account. Staff management requires Services management permission; changing service options requires Company settings management permission.