Manage the staff members who handle customer appointments and services.
Accessing Operators
Navigate to Appointments > Operators.
Creating an Operator
- Name — Operator's full name
- Email — Contact email
- Phone — Contact phone
- Specialties — Areas of expertise (e.g., custom design, watch repair)
- Is Active — Toggle availability
- Color — Personal color for calendar display
- Notes — Additional information
Operators vs. Users
| Aspect | Operators | Users |
|---|---|---|
| Purpose | Appointment scheduling | System access |
| Login | No | Yes |
| Permissions | None (scheduling only) | Role-based |
| Calendar | Has availability | N/A |
Operators represent appointment handlers. They may or may not be system users. This separation allows you to manage scheduling for staff who don't need admin access.
Operator Availability
Each operator can have availability records (managed via the Availability model):
- Day of Week — Which days they're available
- Start Time / End Time — Working hours
- Breaks — Blocked time slots
Assignment
When creating an appointment:
- Select the appointment type
- Choose an available operator
- The system checks the operator's availability
- Select a time slot that works for both customer and operator
Best Practices
- Keep profiles updated — Ensure contact info and specialties are current
- Set accurate availability — Prevents double-booking and scheduling conflicts
- Use colors — Helps quickly identify operators on calendar views
- Track specialties — Assign the right operator for each appointment type