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How to choose which services an employee can perform in Shortcuts Aire

Assign specific services to your employee to ensure appointments can be booked accurately.

By default, any new employees added will be eligible to perform all services. Any new services added will also be able to be performed by all employees by default.

Choose which services an employee can perform

  • From the menu navigate to “Employees”, then select "Employees”.
  • Select the Employee you want to assign services to.
  • Find the area titled “Assigned services”, then select “Select services”.
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  • Select all services the employee can perform.
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  • Select “Apply”/”Done” in the “Select services” menu.
  • Remember to also select “Done” on the Employee menu to save your changes.
Any changes made here will also be reflected in the Service setup screen, against the  relevant service.
 

Update a Service

You can also update which Employees can perform a service via the Service Setup menu.
  • From the menu navigate to "Services".
  • Select the service category with the service you want to update.
  • Select the service.
  • In the Service Setup menu, find the area titled “Employees assigned”, then choose “Select employees”.
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  • Select the employees that can perform this service. Note, at least one employee must be assigned to all active services.
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  • Select “Apply”/”Done” in the “Select team members” menu.
  • Remember to also select “Done” on the Employee menu to save your changes.
Any changes made here will also be reflected in the Employee screen against the relevant Employee.