If a client wishes to have a specific employee perform all of their services, you can set up a preferred employee for the client within their client card. If you attempt to book a client with their non-preferred employee, Barkley HQ will alert you of their preferred employee. This will not prevent you from booking the client to a non-preferred employee.

To setup a Preferred Employee for a Client:

Step 1: Click the Clients tab and select Search.

Step 2: Search for the client you wish to add the Preferred Employee onto and click onto their client card.

Step 3: Once within their client card, under Personal Details, click the Select button near Preferred Employee.

Step 4: Select the client’s Preferred Employee.

Step 5: Once you have selected the Preferred Employee, click on Save.

Note: If you try booking the client that is not the preferred employee, an alert will come up as seen below.

This will only alert you that you are currently booking them under a non-preferred employee.

This will not prevent you from booking the client under any employee.