How To: Assign a Service to a Staff

The ability to assign services is role/access based.
If you do not see the options described below, please contact your Super Admin to review your permissions.

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Where to Go

Navigate to the staff member’s profile:

Staff > Select Staff > Services (left menu)

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What You’ll See

On the Services page, you will see two panels:

• Left Panel: Available Services

• Right Panel: Assigned Services

You will also see:

• A Service Sets dropdown (if your clinic uses service sets)

• A Search bar to quickly locate specific services

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How to Assign Services

Option 1: Manually Select Services

1. From the left panel, select one or more services.

   • To multi-select, hold Ctrl (Windows) or Command (Mac).

2. Use the arrow buttons to move selected services to the Assigned Services panel on the right.

3. The services you selected will now appear on the assigned side.

Tip: Use the search bar to narrow the list of services and make selection easier.

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Option 2: Assign a Service Set

If your clinic uses predefined Service Sets:

1. Open the Service Set dropdown.

2. Select the set you want to assign.

3. All services within the set will automatically move to the Assigned Services panel.

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You're All Set!

The selected services are now successfully assigned to your staff member.

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