In Belbo you can specify that certain steps of a service are performed by an assistant. You can also define exceptions if certain employees should perform this step themselves.
Prerequisite for defining exceptions
The service for which you want to define exceptions consists of several steps:
- At least one step is performed by the booked employee.
- At least one additional step is handled by an employee with a different role.
In the setting shown above, the first step is always assigned to a trainee. If you want employees with the "Junior Stylist" role to handle the first step themselves, you can set up the service as follows.
Define assistant step
First, you need to mark which step of a service is the assistant step:
- Click the gear icon next to the duration in the step you want to mark as an assistant step.
- A dialog opens where you can enable the "Assistant step" option.
- You can close the dialog without saving.
Set employees without assistance
Now you can check the box in the service price overview for those employees or employee roles who do not require assistance:
In the example configured above, the assistant step is only assigned to an available trainee if the service is booked with an employee in the "Top Stylist" or "Stylist" role. Employees in the "Junior Stylist" role handle this step themselves.
Example in calendar
Mrs. Sommer's appointment was entered with an employee in the "Top Stylist" role. The step marked as an assistant step was automatically assigned to the trainee. Mrs. Schmidt's appointment was entered with an employee in the "Junior Stylist" role. The step marked as an assistant step is not assigned to the trainee.
