Set up Setora

Set up Staff members and online bookability

Give each Staff member the right Location, Services and working times before Customers book online.

Audience
Shop Owner, Organisation Admin
Last reviewed

Set up each Staff member at the Location where they work. Assign the Services they provide, add their working times, and turn on online bookability only when their diary is ready.

  1. Invite the person in Organisation > Team if they are not in Setora yet.
  2. Open the Location's Staff tab and choose Assign Staff Member.
  3. Assign the Services they can provide.
  4. Set their working times and Booking interval.
  5. Turn on Bookable Online when Customers can choose them.
  6. Check their times on the Booking Page.

1. Add or assign a Staff member

New people are invited once from Organisation > Team, where you also set their role and access. After that, they need to be assigned to each Location where they work.

Open Organisation > Locations, choose the Location and open its Staff tab. Select Assign Staff Member, pick the person and set a Start Date for the assignment. Add a Display name if Customers should see something different from their account name.

Use a separate assignment when the same person works at more than one Location. Each assignment has its own Services, working times and settings.

2. Assign Services

Select the Services this Staff member can provide at this Location. A Customer can only choose a Staff member for a Service when the assignment allows it.

If someone takes longer or less time than the standard Service, you can set their own duration here. Leave it blank to use the Service's normal duration.

Check before moving on: The Staff member can provide every Service you expect Customers to book with them.

3. Set working times

Add the Staff member's weekly working times for this Location, using the Start time and End time for each day they work. Add time off with a Date and an optional Reason such as Holiday.

Their working time has to overlap the Location's Opening times, and the Service duration has to fit inside both. Someone who finishes at 17:00 will not show a 45-minute slot at 16:30.

Booking interval controls how often a start time is offered, for example every 15 or every 30 minutes. Leave it on the default to follow the Location's interval.

4. Turn on online bookability

Turn on Bookable Online in the Staff member assignment when the person is ready to appear on the Booking Page. Leave it off while their schedule or Services are still being checked.

Bookable Online does not override a closed Location, a missing Service assignment or a day when the Staff member is not working.

Check before moving on: The Staff member shows as Bookable Online and has working times at this Location.

What happens next

Open the Booking Page and choose the assigned Service and Staff member. Check that the available times match the diary and that the right price and duration appear.

Continue with turning on online booking and sharing the Booking Page.

If a Staff member cannot be booked

  • Check the Staff member is assigned to the Booking Page's Location.
  • Check the Service is assigned to both the Location and the Staff member.
  • Check Bookable Online and Active are both on for the assignment.
  • Check their working times for the date, and that no time off covers it.
  • Check the Location Opening times and the Service duration.
  • Check the assignment Start Date and End Date.

If the person is still missing, open the chat and tell us the Location, Staff member, Service and date you tested.

Quick check

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