If you run a business where different staff members provide services in specific locations, assigning area codes to the staff members will work best for you. When you link a staff member to an area code, the staff member will be visible only to the clients who are going to book a service for that particular location/area code. He won’t be visible to the clients who are going to book a service at a location which is not assigned to the staff member. This prevents the staff members from getting booked at other locations where they do not provide services.
Here’s how you can assign/unassign area code(s) to a staff member:
Option 1
Quick Nav — (Settings → Area Codes → Select the area code you want to assign/unassign to a staff member → Click on ‘Edit’ appearing on the right side of the window → Select the staff member(s) that you want to link with the area code → Click on ‘Save’)
- Log into the Appointy admin panel.
. - Click on the ‘Settings’ icon in the toolbar appearing on the left and click on the ‘Area Codes’ tab.
. - Select the area code that you want to assign/unassign to a staff member(s).
. - Click on the ‘Edit’ link appearing on the right side of the window.
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. - Select the staff members that you want to link with the area code and deselect the ones that you want to unlink and click on the ‘Save’ button appearing on the right.
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Option 2
Quick Nav — (Settings → Staff → Click on the staff member’s name that you want to assign/unassign to an area code → Go to ‘Postal Codes’ → Click on the ‘Edit’ link at the right side of the window → Select the area code(s) that you want to assign and deselect the ones that you want to unassign to the staff member → Click on ‘Save’)
- Log into the Appointy admin panel.
. - Click on the ‘Settings’ icon in the toolbar appearing on the left.
. - Go to the ‘Staff’ tab under the ‘Resource Management’ section to view your staff members.
. - Click on the staff member’s name that you want to assign/unassign to an area code.
. - Go to the ‘Postal Codes’ tab and click on the ‘Edit’ link at the right side of the window.
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. - Select the area code(s) that you want to assign and deselect the ones you want to unassign to the staff member.
. - Click on ‘Save’.
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If you do not find the ‘Edit’ link in the ‘Postal Codes’ window, click on the ‘Add’ button in the centre of the ‘Postal Codes’ window. A list of all the area codes will open. Select the area code(s) that you want to assign to the staff member and click on ‘Save’.
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