How to configure the People section in the Scheduler

Why People are not showing in the Scheduler

Table of Contents

Why Staff Aren’t Showing Up in Your Scheduler (And How to Fix It in 60 Seconds) The Fix: How to Assign a User Group

Why Staff Aren’t Showing Up in Your Scheduler (And How to Fix It in 60 Seconds)

You’ve added a team member to your platform. Their profile is active, their name is spelled correctly, and their login works. Yet, when you open the Scheduler to assign them a shift or book them an appointment… they are completely invisible.

  1. The Problem:
  2. When you create a new user, the system drops them into the master directory. However, until you explicitly tell the software which group that person belongs to, the Scheduler knows they exist, but it doesn't believe they are qualified to be put on the calendar.

The Fix: How to Assign a User Group

To make your missing team member reappear on the schedule, follow these 4 quick steps:

  1. Navigate to the People Module
  2. Search for the User: Use the search bar to locate the specific team member who is missing from the schedule. Click on their name to open their profile.
  1. Click "Edit" (found in the top-right corner of their profile or represented by a pencil icon)
  1. Allocate them to a User Group. Scroll down to the More section. Look for the field labeled Group, click the drop-down menu, and choose the group they belong to.
  1. Save Your Changes