How to Hide Staff Identity for Group Reservations

This feature allows merchants to hide the identity of staff associated with group services from the Back Office for a single merchant location or from the Head Office for a selected group of merchants.

Functionalities

  • Displaying staff identity can be configured per group service from both the Back Office and Head Office.
  • From the Head Office, service configurations can be pushed to a selected group of merchant locations when updating services to store.
  • Staff with management roles can see and modify the option “Display personnel to client”.
  • Staff without management roles can see the option “Display personnel to client” in read-only mode.
  • From a client perspective, staff identity will not appear in the Booking Widget, confirmation emails and SMS messages as well as the Tracking Page when this feature is activated, except in the staff selection screen when staff are assigned to a service group.

Limitations

  • Only staff with management roles (Manager, Supervisor and Admin) can activate/deactivate this feature.
  • This feature only applies to group services.
  • Information passed to webhook or returned by API calls isn’t impacted.
  • For group services with staff assigned and with staff selection enabled, we recommend NOT activating this feature.

 

ⓘ Important Note

Hiding staff identity is a live feature. As soon as it is activated, staff names will no longer appear in the Booking Widget, the Tracking Page. However, it does not affect emails and SMS that were generated prior to its activation.

 


Back Office

Activation/Deactivation

Staff identity can be hidden/shown with the use of a checkbox under a service’s details. The feature can be activated/deactivated by staff with management roles only.

To locate the feature, follow these steps:

  • From the service tab, select a group service and click on service details .
  • Scroll down to the section named “Personnel” and check or uncheck the box .
  • Save your changes.

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Head Office

Activation/Deactivation for Multiple Stores

To activate or deactivate this feature for multiple stores, follow the below steps:

 

Service Update

Check or uncheck the box found under a service’s details.

  • From the service tab, select any group service and click on service details .
  • Scroll down to the section named “Personnel” and check or uncheck the box .
  • Save your changes.

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Pushing the update to multiple stores

Once a service has been updated, click on the option menu and select “Update Service to Stores”. Expand the section named “Service Details” and scroll down to “Personnel” . Check or uncheck its associated box and click on “Update” . Once the update is done, the message “success” will be displayed on screen.

Service Details Personnel
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