Specialist Profile - Associations

Table of Contents


Overview

The Specialist Profile allows specialists to independently configure their associations and services offered, if enabled by the administrator.

Required Permissions

  • Specialist Admin

Accessing the Tool

Access the Specialist Profile under Specialist Setup from within the Admin Dashboard.

Specialist Profile - Associations

From within the Specialist Profile, scroll down to the service associations section.

  • Check off the services that you will offer. 

    • Note: If your Admin set up categories, the services will be grouped by category.  Clicking Select All next to the category name will automatically select all the services within that category.

  • To include Additional Prep Time and/or Additional Cleanup Time for a category of services, hover over the box then use the up and down arrows to select the number of minutes needed for each.

    • Duration is in minutes. Options are 5 to 30 minutes in 5 minute increments. 

    • The Additional Prep Time and/or Additional Cleanup Time is applied to all services within the Category. If Categories are not being utilized, the Additional Prep Time and Additional Cleanup Time is applied to all services. 

    • Each service has a default Prep and Cleanup time set by the Admin. When you modify the Prep and Cleanup time in your Specialist Profile, you are adding additional prep and cleanup time to what is included with the service settings.

Additional Resources

To learn more about the Specialist Profile, please visit the following articles:


Best Practices

FAQs

  1. Your dashboard may use a different term than 'specialist.' This is because the Core Administrators (Clubessential Admin) are able to customize the terminology to fit your club. If you see a different term, please know that all the functionality will remain the same.

  2. If you are a specialist and cannot see all of the fields outlined, your administrator likely has that field locked from view in the Specialist Controls.

  3. If your Admin has not set up any services, there will not be any services to select. You will need to contact your Admin to set up the Associations. 

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