Staff Member Settings

Staff Member Settings in BookingPress allow you to control what your staff members can access and manage within the system.

Here, you’ll see how to set permissions for appointments, payments, customers, and more, making sure each staff member only has access to the features which are really needed for their role.

How to Access Staff Member Settings

You can easily access the Staff Member Settings in BookingPress by going to BookingPress → Settings → Staff Members. 

Here, you can configure permissions and access levels for all staff members based as you see fit.

One more thing before we move on. Any changes made in this section will apply to staff members according to the permissions you enable or restrict. 

General Staff Member Settings

The Staff Member Settings control how staff members are assigned to bookings and what level of system access they have.

Enable “Any Staff Member” Option

If you enabled (Toggle ON) this option, customers will see an “Any Staff” selection on the booking form.

Customers can select the “Any Staff” option when they are unsure which staff member is the best. If selected by a customer from the front-end booking form, the system will automatically assign any available staff member based on the chosen service and time slot. 

One more thing you’ll see after toggling it ON is the “Auto assignment rule” option. This lets you control which staff members get assigned from the back-end. 

You can let the system pick the staff member based on: 

• Least assigned by the day
• Most assigned by the day 
• Least assigned by the week 
• Most assigned by the week 
• Most expensive 
• Least expensive 

You can enable it if you want to make the booking process simple and let the system handle staff assignments.

Allow Staff Access to WordPress Admin Panel

This option allows staff members to access the WordPress admin dashboard.

Remember: 

• Access is still controlled by the permissions you set in the sections below. 
• Staff will only be able to view or manage what they are allowed to. 

You can enable this if your staff members get backend access for managing appointments, customers or schedules.

Staff Member Permission Settings

You can control what actions staff members are allowed to perform by setting permissions under different sections. 

These permissions help you restrict or grant access based on staff roles and responsibilities. 

Appointments 

These Appointments settings control how staff members interact with appointments:

• Manage Appointments: Create, update, or modify bookings.
• Delete Appointments: Remove appointments from the system.
• Export Appointments: Download appointment data.

All you have to do is Toggle On this Appointments setting permissions if your staff members are responsible for handling appointment bookings directly.

Payments

These Payment setting options sets the access for payment related features:

• View Payments: See payment details. 
• Edit Payments: Modify payment records. 
• Refund Payments: Process refunds. 
• Delete Payments: Remove payment entries. 
• Export Payments: Download payment data. 

You can Toggle them On if your staff member handles the billing or payment tracking.

Customers 

Control how staff members manage customer data:

• View Customers: Access customer details.
• Manage Customers: Add or update customer information. 
• Delete Customers: Remove customer records.
• Export Customers: Download customer data.

You can enable these if your staff communicate with or manage customer profiles.

Profile 

These settings allow staff members to manage their own availability:

• Manage Working Hours: Set or update work schedules. 
• Manage Holidays: Define unavailable days. 
• Manage Special Days: Create custom working schedules. 

Toggle On if you want to give your staff flexibility to manage their own time.

Service 

These permissions control access to assigned services:

• Edit Service Price: Update pricing for assigned services. 

This is perfect when staff members are allowed to manage or adjust service details.

Rename Staff Member Label (Optional Customization)

BookingPress allows you to customize the Staff Member label to better match your business style.

For example, you can set: 

• “Staff Member” → Doctor (for clinics)
• “Staff Members” → Trainers (for fitness businesses)

Moreover, you can also set both:

• Singular label (e.g., Doctor)
• Plural label (e.g., Doctors)

After updating, only the new labels will be shown across both the frontend booking form and the backend dashboard.

This is perfect if you want to make your booking system feel more personalized to your industry.

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