In this article

• Objective

• Before you begin

• Steps

• What's next?

  • Manually add a staff to a staff group

  • Use case from our customers: distinct service teams

• A note on access and visibility

Objective

Create a staff group so that you can assign staff members to multiple services in one action.

Before you begin

By default, services are assigned to staff members individually. To create a staff group, this setting must be updated. To enable creating staff groups:

1. From the navigation menu, click Settings

2. Click Admin View

3. From General>How are services assigned to staff?, select Mixed

To enable creating staff groups, update the "How are services assigned to staff?" setting to Mixed

The setting updates automatically, and Staff Groups displays in the navigation menu.

Steps

To create a staff group:

1. From the navigation menu, click Staff Groups

2. Click +New

3. Enter a name for the staff group

4. Enter an externalID for the staff group

   • NOTE: The externalID is what the system will use to assign staff members to the group when using Import/Export functionality

5. If desired, enter an optional description for the staff group

6. Select the services that will be assigned when this staff group is used

   • NOTE: A staff member who belongs to a staff group cannot be assigned individual services - they are automatically assigned the services that are associated with their staff group

     • To update their service assignments, either modify the services assigned to the group or set their staff group to none

7. Click Save

What’s next?

Now, you can leverage staff groups when completing an import in Coconut. For more details, review the Import/Export section of the Help Center. You can also manually add a staff to a staff group.

Manually add a staff to a staff group

Admins and Managers have the ability to manually add a staff to a staff group in Coconut. To add a staff to a staff group:

1. From the navigation menu, click Staff

2. Navigate to the desired staff member and click the more actions (⋮) icon

3. Click Edit

4. From Preferences, click the lock icon next to the Group field

5. Click Confirm

6. Select which Staff Group the Staff will be assigned to from the dropdown menu

7. Click Save

Manually add a staff member to a staff group by unlocking then updating the group field in their profile

Use case from our customers: distinct service teams

Does your business have multiple staff that provide the same service(s)? If so, staff groups can be configured to have multiple services assigned to them. Any staff assigned to a Staff Group will automatically be assigned those services as well. This can be an efficient way of grouping staff into teams that provide distinct services, and can ensure that all services are correctly assigned when moving staff between teams or adding new staff to an existing team.

A note on access and visibility

Admin users can update the setting to enable staff groups. They can also create and edit staff groups.