Overview

For Staff-Based Services, the Primary Staff member may work with one or more Assistants to complete the service. This article explains how to configure assistant requirements at service level, their tasks and Commissions and Tips for the services they perform.

TABLE OF CONTENTS

• Overview
• Configure Assistant Requirements
• Configure Assistant Services, Tips & Commissions
• Various alternative ways to Add Assistants from Business Portal
  • 1. Appointment Menu
  • 2. Pet Owner Profile
  • 3. Pet Profile
  • 4. To-Do's > Full Run Card
  • 5. Advance Staff Calendar
• More Information

Assistants Commission and Tips (For Staff-Based Services)

Assistants can be added to services that require more than one specialist, each with their own commission and tip configuration.

1. Configure Assistant Requirements

   When adding a Staff-Based Service, you can specify whether Assistants may be required to help complete the service. You can also define the number of Assistants needed and the tasks they may perform.

   • While adding or editing the Staff-Based Service, locate the Assistant configuration.
   • Specify whether an Assistant is required for the service.
   • Enter the number of Assistants that may be needed.
   • Select or configure the tasks that can be assigned to the Assistants.
   • Save the service configuration.

     Note: Assistant requirements can be configured based on the operational needs of each service. The configured Assistant count and task list help determine how Assistants can be assigned when the service is scheduled or performed.

     

2. Configure Assistant Services, Tips & Commissions

   Configure Assistant Services, Tips & Commission in Staff Management as a percentage or fixed amount, either globally or per service.

3. Various alternative ways to Add Assistants from Business Portal

   Assistants can be added to an appointment from any of the following areas of the Business Portal:

• Appointment menu
• Pet Owner Profile
• Pet Profile
• To-Do's > Full Run Card
• Adv Staff Calendar

The alternative methods for adding assistants to an appointment through the business portal. This can be done via the Appointment or Pet Owner Profile or Pet Profile or Full Run Card in the To-Do's section or the Advance Staff Calendar or Invoice history of an Invoice generated.

1. Appointment Menu

In Appointments Menu, we can add assistants.

2. Pet Owner Profile

Assistants can also be added to an appointment from the Pet Owner Profile.

3. Pet Profile

Assistants can also be added to an appointment from the Pet Profile.

4. To-Do's > Full Run Card

Assistants can also be added to an appointment from the Full Run Card in To-Do. Click here to add assistant from the Full Run Card of To-Do's.

5. Advance Staff Calendar

Assistants can also be added to an appointment from the Advance Staff Calendar. Click here to Add assistants

More Information

For more information please refer to this article on Advanced Staff Feature.