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Preferred Employee
Preferred Employee
Kate avatar
Written by Kate
Updated over a week ago

If a client wishes to have a specific employee perform all of their services, you can setup a preferred employee for the client within their client card. If you attempt to book a client with their non-preferred employee, Neko 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.

client_search.PNG

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.

preferred.PNG

Step 4: Select the client's Preferred Employee.

preferr_employee.PNG

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.

preffered_alert.PNG
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