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Calendar & bookingsAssigning professionals to bookings

Assigning professionals to bookings

Reviewed 2026-08-30

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Every booking needs someone who can do the service. This guide covers named professionals, booking with no preference, filters on the salon calendar, and plan limits that change what you see.

Choosing a professional when booking

When you book from the salon, you can pick a specific professional or leave no preference. A named choice locks the visit to that column; no preference looks across everyone who can do the service.

Pick a professional in New appointment

  1. Open New appointment.
  2. On the professional step, select a specific professional or Any professional.
  3. A named choice locks the visit to that column; Any professional looks across everyone who can do the service.

Any professional mode

On the public booking page, choosing any available professional still creates a real assignment: Orya picks a free professional who can do the service when the booking is saved, so the board always shows an owner.

On the staff side, the no-preference option uses the same idea for open times—a slot only appears if at least one capable professional is free.

Use Any professional

  1. In New appointment, select Any professional on the professional step when the client has no preference.
  2. On the public booking page, choose Any available professional the same way.
  3. After save, Calendar shows the real professional Orya assigned.

Who can perform each service

Each service needs professionals linked to it. If nobody is assigned, public and staff booking will not show bookable times for that service.

When you change professionals

Rescheduling and dragging check again whether the new person can do the service. An empty column is not enough if they are not set up for that service.

Professional filters on the calendar

Professional filters on the salon calendar change which columns you see while managing the day. They do not change who is allowed to take a service—only what is on screen.

Filter professionals on Calendar

  1. Open Calendar and use the professional filters to show or hide columns.
  2. Switch between Day, Week, and Staff views as needed.
  3. Remember: filters only change what is on screen, not who can take a service.

Tip

If open times disappear after filtering, make sure you are viewing the people who actually do that service.

Plan limits that affect professional choice

On Basic plans, starting a new appointment may keep you on the no-preference option and hide the named picker, while still assigning a real professional when the booking is created.

Higher plans unlock picking a named professional at booking time. No-preference availability rules still apply on every plan.

See the professional step by plan

  1. Open New appointment and go to the professional step.
  2. On Basic, you may stay on Any professional with the named picker hidden.
  3. On higher plans, select a named professional when you need a specific column; Any professional still works on every plan.

Contents

  • How available time slots are decided
  • Booking statuses and reception actions
  • Reschedule and reassign bookings
  • Assigning professionals to bookings
  • Creating and managing bookings
  • Clients cannot see available time slots

On this page

  • Choosing a professional when booking
  • Any professional mode
  • Who can perform each service
  • Professional filters on the calendar
  • Plan limits that affect professional choice

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