Marking a Staff Member as Preferred on a Client Profile

At MyTime, you can mark a staff member as "preferred" on a client profile. This feature ensures that staff members are aware of the client's preferred choice when scheduling in-store appointments. In this article, we’ll outline the steps to mark a staff member as preferred in-store.

Things to know:

• For accounts with the family member feature enabled, you can select a preferred staff member for the client, but this option is not available for individual family members.
• For pet accounts, the option to select a preferred staff member is only available at the pet level, not at the client level. If a client has multiple pets on their profile, each pet can be assigned a different preferred staff member.

To mark a staff member as preferred on a client profile, simply:

1. Navigate to the Clients tab
2. Select the desired client to open their profile
3. Click on the "Edit" icon
4. From the Preferred Staff drop-down menu, select the desired staff member
5. Click "Save" to apply your changes

In the Preferences section of the client profile, the chosen staff member will be listed under "Preferred Staff Member."

For more information, contact us at support@mytime.com.