Update the Default Primary Staff Member Assigned to Incoming Clients
Select the staff member who will receive by default all incoming contact details, documents and payments from new clients. This assignment will be indicated on their Card as Primary Staff.
This assignment excludes new appointments since in that case staff is selected during online booking.
1. Click on Settings
2. Click on Staff…
3. Click on Assignment Rules
4. Click the Dropdown arrow to select the updated Staff Member
5. The System will automatically save changes once the new staff member is selected