This article will guide you through troubleshooting and finding the reasoning behind a staff member not appearing for bookings on the Grid View.
1. Staff Scheduled
If your staff member is not showing on the Grid View, first, navigate to Setup > Scheduling > Staff Scheduled. From here, verify that the staff member is under the Employees Assigned column (right side). If the circle is grey, this is an indication that the staff member is not Enabled For Scheduling. If your staff member has already been added to the Employees Assigned, click the staff member's name to adjust their Scheduling Options.
Once you have clicked the staff member's name, you will be brought to the Setup A Staff Member For Scheduling page. From here we will want to verify that the staff member is:
- Enabled For Scheduling
- Can Provide at least one Service
- Has Availability setup
2. Organize
If you are able to verify that the staff member is Enabled For Scheduling, at least one Service is enabled and Availability is entered, it is possible that the profile has been disabled for the Grid View. To adjust this, navigate to Bookings > Grid View. From here, click the organize button, located directly to the left of the first Staff Member listed within the Grid View.
Once you have clicked Organize, make sure that the show on grid slider is set to Yes.
3. Show All Scheduled Employees / Date
If all of the Scheduling Options have been verified as being setup correctly, the issue may lie within the current filters set on your Grid View. Within the Show All Scheduled Employees dropdown, you will be able to specify staff members Only Who Provide a specific Service. If an option aside from Show All Scheduled Employees is selected, make sure that the staff member is enabled for that specific Service. Additionally, there is a filter to select specific dates. If the staff member is not showing on a particular day, make sure that the Availability is setup for the day of the week that you have selected.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access setup
- Scheduling: Can access scheduling
- Scheduling: Can reorganize staff in scheduling grid
- Staff: Can access staff member scheduling options