📝 Overview
This article explains how to control which services an employee is allowed to perform. Service limitations help streamline ticket creation, reduce scheduling errors, and manage what services clients can book with specific employees. These settings affect both internal use and online booking visibility.
🛠️ Set Up Service Limitations
Set up service permissions for each employee on both the cloud website and the mobile app.
💡Pro Tip:
Revisit service limitations after adding new services or categories to keep configurations up-to-date.
Use categories for bulk permissions, especially when multiple related services apply to one role (e.g., Add On services).
Enabling a category and then add/remove specific services will allow faster fine-tuning.
🖥️ Website
Click the arrow to learn how to set up service limitations on the website
Click the arrow to learn how to set up service limitations on the website
Select the Employees
Click into the employees profile you would like to add limitations to.
Navigate to the Employment Setup tab.
Click the Yes option to display the service limitation options.
Check the Categories the employee is allowed to perform.
To limit by specific services:
Click the arrow to the right of the Category.
Check the box to the left of that service name.
Repeat for other categories as needed.
Click Save to finalize and return to the Employees screen.
📱Mobile App
Click the arrow to learn how to set up service limitations on the mobile app
Click the arrow to learn how to set up service limitations on the mobile app
Tap More (bottom or top menu).
Tap Employees.
Select the employee you want to configure.
Toggle Limit services this employee can perform to On.
Choose what services or categories the employee is able to perform. Then click Done.
Tap Save.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why limit services for an employee?
Click the arrow to view the answer
Click the arrow to view the answer
Restricting access helps streamline ticket creation, prevents scheduling errors, and ensures employees only handle appropriate services.
Can I combine both services and categories?
Click the arrow to view the answer
Click the arrow to view the answer
Yes, you can use both methods together to precisely control the services each employee can perform.
What happens to services not selected?
Click the arrow to view the answer
Click the arrow to view the answer
Anything not checked within the service limitations will not appear in the Look Up selection when creating or editing a ticket for that employee. Additionally, the employee will not be shown as an option within online booking to clients who are requesting a service not checked within their service limitations.
Do limitations affect Online Booking?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. Employees will not be shown as an option for services they aren’t allowed to perform.