Set Up Employee Service Levels in Shortcuts

Step 1: Set Up Service Levels

1. Navigate to Setup on the right-hand side tool bar and select Employees.

2. Click the levels icon at the bottom of the screen.
3. Press New, enter a name for your level, and press Done.
4. Choose a colour for the level, which will be visible in the appointment book.
5. Optionally, add a description and ensure the checkbox is ticked for it to appear in the level dropdown.
6. Save your changes.

7. Select the employee  you wish to assign the level to under Alias.

8. Choose the appropriate service level and press Save.
9. Test in Point of Sale to ensure the correct pricing is showing for the specific levels.

Step 2: Link Services to Levels

1. Go to Setup and Services:
2. Select the Services tab and choose the relevant service category (e.g., Cutting).
3. Click on a service and then click Details.
4. Under For level, choose your specific level (e.g., apprentice or senior).
5. Adjust times and prices based on the level (Example: The apprentice takes 1 hour at $70, while the senior takes 30 minutes at $90.)
6. Press Done.

Step 3: Configure Appointment Settings (Enable Auto Resize for Appointment Times

1. Navigate to General in your configuration settings.
2. Ensure that the option “Resize moved appointments to match employee level” is ticked.
   (This will adjust the appointment duration based on the employee’s level when moved across columns in the appointment book.)

Key Takeaways

• Service levels allow you to categorise employees by skill, ensuring that the right pricing and timing are applied to each service.
• Configuration settings help automatically adjust the timing and price when appointments are moved between different employee levels.
• The system seamlessly updates prices and service times in the Point of Sale for a smooth checkout experience.