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Staff & Scheduling

Staff members can be assigned to specific services and have their own schedules, making it easy to manage team-based appointments.

Staff Management​

Adding Staff Members​

  • Navigate to WpBookingly > Staff in the WordPress admin
  • Enter staff name, email address, and contact information
  • Upload a profile photo for staff identification
  • Add a brief biography or specialization details

Staff Assignment​

  • Assign each staff member to one or more services
  • Multiple staff can serve the same service
  • Set staff-specific pricing for specialized services
  • Enable customer choice of staff during booking

Bulk Staff Import​

  • Use the CSV import feature for adding multiple staff at once
  • Prepare a CSV with columns for name, email, photo URL, and service IDs
  • Map CSV columns to staff fields during import
  • Review and confirm imported staff before saving

Staff Permissions​

  • Control what each staff member can view and edit
  • Enable staff-only dashboard access (Pro feature)
  • Restrict staff to viewing their own appointments
  • Allow staff to update appointment statuses

Schedule Configuration​

Define working hours, time slots, and availability rules for each service and staff member.

Working Hours​

  • Set weekly working days per staff member or service
  • Configure opening and closing hours for each day
  • Define lunch breaks or split shifts
  • Customize hours per day of the week

Time Slots​

  • Set slot duration based on your shortest service
  • Define gap time between consecutive appointments
  • Set maximum bookings per time slot
  • Auto-generate slots from working hours

Date Restrictions​

  • Define booking cutoff time (e.g., no same-day booking after 2 PM)
  • Set minimum advance notice for bookings
  • Limit maximum advance booking window (e.g., 30 days ahead)
  • Block specific dates for holidays or events

Recurring Availability​

  • Set recurring weekly schedules that repeat automatically
  • Override specific dates without affecting the base schedule
  • Copy schedules between staff members
  • Import schedules from a spreadsheet

Holidays & Off Days​

Manage exceptions to the regular schedule with global and staff-specific off days.

Global Holidays​

  • Add public holidays that apply to all staff and services
  • Set recurring annual holidays (e.g., Christmas, New Year)
  • Import holiday calendars via CSV
  • Holidays override all working day settings

Staff-Specific Off Days​

  • Add individual staff vacation or sick days
  • Temporarily disable a staff member from receiving bookings
  • Set recurring weekly off days per staff member
  • Override default schedule for specific dates only

Google Calendar Sync​

Sync your WpBookingly schedule with Google Calendar to manage appointments from a single interface.

Setup & Configuration​

  • Requires the Staff and Resource Scheduler addon
  • Connect your Google account via OAuth 2.0
  • Select which calendar to sync with
  • Choose synchronization direction (one-way or two-way)

Sync Behavior​

  • New bookings automatically create calendar events
  • Cancelled bookings remove events from the calendar
  • Rescheduled appointments update existing events
  • Conflicts are flagged and reported via email