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Skip Team Members

Streamline booking by letting ServiceForge automatically select the provider. Customers choose their time, your system handles the rest.

Updated over a month ago

The Skip Staff feature assigns a team member automatically based on who's available first, in the order they're ranked in your account. Customers still pick their slot, but they don't have to choose a person.

Note: Turning on both Skip the Staff and First Available Appointment can slow your Booking Page. If things get sluggish, deactivate one.

Enable 'Skip Team Members' (Mobile)

  1. Go to Settings > Booking Page.

  2. Scroll to Booking Flow.

  3. Toggle on Skip Team Members.

  4. Tap Save.

Enable 'Skip Team Members' (Web)

  1. Go to Settings > Booking Page.

  2. Click Booking Preferences and scroll to Booking Flow.

  3. Toggle on Skip Team Members.

  4. Click Save.

When customers book, they pick a date and time, no provider selection required.


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