What should I do when a staff member resigns?

If a staff member resigns, you should follow the steps below to ensure smooth transition for your customers and all the users of your Bookeo account.

In this article:


Step 1 - Set the staff member as not available from a specific date

For example if your staff member Sally will stop working for you from June 1, 2013, you will have to set her as not available for bookings from June 1, 2013.

1. Go to Settings>Resources

2. Click on the Staff member

3. In the Availability section, create a period of not availability for the resource. 
Select "this resource is NOT available during the following period". 
Click on the New period button to create a period of non availability.



For example if your staff member Sally will stop working for you from June 1, 2013, set the start of the period on June 1, 2013 and the end on June 1, 2023.

  

4. Save


Step 2 - Reassign future bookings to other staff members

For service appointments, open schedule tours and personal lessons, you should reassign upcoming bookings to other staff members

1. Go to Marketing>Reports and generate a report of the staff member's future bookings.
For example if your staff member Sally will stop working for you from June 1, 2013, generate a report starting from that day, as shown in the screenshot below



2. Go to your Calendar, and click on the date and time for each booking included in the report

3. Reassign the booking to a different staff member, by selecting him/her from the scroll down menu



4. Save


For classes, courses, group tours and workshop you should assign another staff member to the schedule

You should review your classes/tours/workshop schedules, and assign another guide/teacher to the schedule. 

You can view to which
 classes/tours/workshop a specific staff member is assigned from your calendar.

1. Go to your Calendar

2. In the Navigation section, click on Resources

3. Click on the specific Resource. You will have to check the resource schedule for the upcoming weeks/months.


4. You can then create a new schedule for your classes/tours/workshop and assign another staff member.


When the staff member leaves your company

For example if your staff member stops working for you on June 1, 2013, you can hide him/her from your customers and from the other Bookeo users.

You will still be able to see this resource, keep his/her bookings, generate reports and so on.


Hide the resource from your customers

To hide the staff member from your customers:

1. Go to Settings>Resources

2. Click on the Staff member

3 . Untick the checkbok in the Enabled section, so that your customers won't be able to select him/her when making a booking.



Hide the resource from the Bookeo users of your account

You can change the permissions of the users of your account so that they won't be able to see the staff member.

1. Go to Settings>Resources

2. Click on the Staff member who resigned

3. In the Permissions section, select that the other users of your account have No access permission for the staff member who left the business



4. Save