Troubleshooting: Why can’t I assign a staff member to a service?

Problem

A staff member cannot be assigned as an instructor for a Class, Appointment, or Event.

Solution

There are a few steps that must be completed in the WellnessLiving system before a staff member can be assigned to instruct a service. Review the steps below to resolve this issue:

1. Check the service settings:
   1. Click the App Drawer button .
   2. In the App Drawer, click Setup.
   3. Click Appointments, Classes, or Events, depending on the type of service that you are trying to associate with the staff member.
   4. If the type of service is an Appointment, click the Appointment that should be associated with the staff member.
      1. Under Staff, ensure that the checkbox next to the staff member’s name is selected.
      2. Click SAVE.
   5. If the type of service is a Class, click Add/Modify under CLASSES SCHEDULED for the Class that should be associated with the staff member.
      1. For the appropriate session click the Edit button .
      2. Click Next until STEP 3 is selected. Next to INSTRUCTOR, click the Edit button .
      3. Ensure the staff member’s name is selected. Click the Add Staff button to add a staff member. Click the Remove Staff button to remove a staff member.
   6. If the type of service is an Event, click Add/Modify under SESSIONS SCHEDULED for the Class that should be associated with the staff member.
      1. For the appropriate session click the Edit button .
      2. Click Next until STEP 3 is selected. Next to INSTRUCTOR, click the Edit button .
      3. Ensure the staff member’s name is selected. Click the Add Staff button to add a staff member. Click the Remove Staff button to remove a staff member.
2. If the staff member still cannot be assigned to the service, check their staff profile settings:
   1. Click the App Drawer button .
   2. In the App Drawer, click Setup.
   3. On the Setup menu, click Staff.
   4. On the Staff menu, click Staff Members.
   5. In the list, click the staff member who should be associated with the service.
   6. Click Services.
   7. Ensure that the checkbox next to the service’s name is selected.
   8. Click SAVE.