Hey @ChelseaCoole! 👋
To effectively manage your dual roles as a massage therapist and stylist, you can utilize the Square Appointments system without needing to use the Resources feature.
Here's how you can tailor your account and calendar settings to accommodate your varying schedules:
1. Create Two Staff Profiles
Set up two separate staff profiles for yourself to represent your different roles:
Staff Member 1
Katie (Salon)
Staff Member 2
Katie (Spa)
- From your online Square Dashboard, navigate to Staff & Payroll > Team > Team Members to create these profiles.
- To ensure clients don't see these labels during online booking, enter "(Salon)" and "(Spa)" in the last name section of the staff member profiles.
- Once created, navigate to Appointments > Staff > + Add staff and select your staff member from the list. This will allow you to create a bookable staff member. Repeat this process for the other staff member profile.
2. Create & Define Services
Create distinct services for your salon and spa work, assigning each service to the corresponding staff member profile. This ensures that clients booking a salon service will only see availability for the salon staff member profile, and similarly for spa services:
Salon Services
Salon Service 1 > Katie (Salon)
Salon Service 2 > Katie (Salon)
Salon Service 3 > Katie (Salon)
Spa Services
Spa Service 1 > Katie (Spa)
Spa Service 2 > Katie (Spa)
Spa Service 3 > Katie (Spa)
- From your Square Dashboard, head to Appointments or Payments > Appointments.
- Click Library > Services.
- Click Create Service and enter your service’s details.
- Under Online Booking, toggle on Bookable by customers online and assign the respective staff member.
3. Set Hours and Availability
Customize your availability for each staff member profile to reflect your alternating weekly schedule:
- Navigate to Appointments > Calendar.
- Click the Clock Icon to edit availability.
- Choose One-time change and select the appropriate staff profile (Salon or Spa).
- Set your availability for the upcoming weeks, alternating between the two profiles.
This setup will allow clients to book your services based on your weekly schedule, ensuring they see your availability as alternating weeks for salon and spa services.
If you have any questions or need further assistance, feel free to reach out. We're here to help!
Hey @ChelseaCoole! 👋
To effectively manage your dual roles as a massage therapist and stylist, you can utilize the Square Appointments system without needing to use the Resources feature.
Here's how you can tailor your account and calendar settings to accommodate your varying schedules:
1. Create Two Staff Profiles
Set up two separate staff profiles for yourself to represent your different roles:
Staff Member 1
Katie (Salon)
Staff Member 2
Katie (Spa)
- From your online Square Dashboard, navigate to Staff & Payroll > Team > Team Members to create these profiles.
- To ensure clients don't see these labels during online booking, enter "(Salon)" and "(Spa)" in the last name section of the staff member profiles.
- Once created, navigate to Appointments > Staff > + Add staff and select your staff member from the list. This will allow you to create a bookable staff member. Repeat this process for the other staff member profile.
2. Create & Define Services
Create distinct services for your salon and spa work, assigning each service to the corresponding staff member profile. This ensures that clients booking a salon service will only see availability for the salon staff member profile, and similarly for spa services:
Salon Services
Salon Service 1 > Katie (Salon)
Salon Service 2 > Katie (Salon)
Salon Service 3 > Katie (Salon)
Spa Services
Spa Service 1 > Katie (Spa)
Spa Service 2 > Katie (Spa)
Spa Service 3 > Katie (Spa)
- From your Square Dashboard, head to Appointments or Payments > Appointments.
- Click Library > Services.
- Click Create Service and enter your service’s details.
- Under Online Booking, toggle on Bookable by customers online and assign the respective staff member.
3. Set Hours and Availability
Customize your availability for each staff member profile to reflect your alternating weekly schedule:
- Navigate to Appointments > Calendar.
- Click the Clock Icon to edit availability.
- Choose One-time change and select the appropriate staff profile (Salon or Spa).
- Set your availability for the upcoming weeks, alternating between the two profiles.
This setup will allow clients to book your services based on your weekly schedule, ensuring they see your availability as alternating weeks for salon and spa services.
If you have any questions or need further assistance, feel free to reach out. We're here to help!
