How To: Add Staff to a Service on an Order in TapGoods PRO
After you have added Services to an Order in TapGoods PRO, you can manage those Services from within the Order. On the Items & Staffing tab of the Order Form, you can use the pencil icon next to a Service that you have added to the Order to customize an array of settings. Here, you can add Staff to a Service from within the Items & Staffing tab.
If you want to add Staff Members to a Service within an Order, make sure that you have added Staff Members to the platform in Staffing. Once you have added Staff to the platform, they can be added to Services when you edit them.
To add a Staff Member to a Service, follow the steps listed below.
- Navigate to the Options tab.
- Under Staff Members, click Assign Staff Member(s) to Service.
- In the slide out, click on Staff Members you want to add to the Service.
Once you have added a Staff Member to a Service, you can add a Time In/Out. To add a Time In/Out, check the box next to Time In/Out and use the Calendars to select times for your Staff Member.
Once you are finished adding your Staff to a Service, click Submit to save the changes.
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