{"id":19274,"date":"2024-06-13T08:52:12","date_gmt":"2024-06-13T08:52:12","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%b9%d9%8a%d9%8a%d9%86-%d8%ae%d8%af%d9%85%d8%a7%d8%aa-%d9%86%d9%82%d8%a7%d8%b7-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9-%d9%84%d9%84%d9%85%d8%b3%d8%aa%d8%ae%d8%af%d9%85%d9%8a%d9%86\/"},"modified":"2024-12-23T11:48:34","modified_gmt":"2024-12-23T11:48:34","slug":"assigning-pos-services-to-users","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-pos-services-to-users\/","title":{"rendered":"Assigning POS Services to Users"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1719390056576{margin-left: 200px !important;}&#8221;]You can restrict certain services to specific system users among your employees, so that only the specialized users appear when assigning the employee to the service at the POS. We will review the steps in this guide.[\/vc_column_text][vc_custom_heading text=&#8221;Ensure Enabling the following Options&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1719389904080{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1734952443556{margin-left: 200px !important;}&#8221;]<strong>To benefit from the beauty salon settings, ensure the following:<\/strong><\/p>\n<ul>\n<li>Your account on should be a<a href=\"https:\/\/www.daftra.com\/en\/beauty-salons\/\"> beauty centers and women\u2019s salons<\/a> account.<\/li>\n<li>Activate the option for assigning an employee to each service by clicking on \u201c<strong>Sales Settings<\/strong>\u201d from the \u201c<strong>Sales<\/strong>\u201d dropdown in the main menu, then clicking on \u201c<strong>General Invoice and Estimate Settings<\/strong>,\u201d enabling this feature, and clicking the \u201c<strong>Save<\/strong>\u201d button.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-1-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-19141 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-1-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-1-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-1-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-1-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-1-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<ul>\n<li>To activate the booking application, navigate to \u201c<strong>App Manager<\/strong>\u201d from the \u201c<strong>Settings<\/strong>\u201d dropdown in the main menu, enable the \u201c<strong>Booking Management<\/strong>\u201d application, and then save.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-2-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-19058 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-2-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-2-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-2-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-2-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-2-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a>[\/vc_column_text][vc_custom_heading text=&#8221;How to Control Service Assignment to Users&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1719390143474{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1734954507320{margin-left: 200px !important;}&#8221;]From the main menu click on &#8220;<strong>Sales<\/strong>&#8221; then from the dropdown menu click on &#8220;<strong>Sales Settings<\/strong>&#8220;.<\/p>\n<p>Click on the &#8220;<strong>Assign Services To Employees<\/strong>&#8221; tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-25612 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/bea.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/bea.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/bea-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/bea-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/bea-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Select the service from the main list, then choose the user you want to assign to it.<\/p>\n<p>Of course, you can choose one or more users for each service.<\/p>\n<p>You can add more services to assign users to by clicking the &#8220;<strong>+Add<\/strong>&#8221; button.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-57-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-19289 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-57-1.png\" alt=\"\" width=\"1178\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-57-1.png 1178w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-57-1-300x161.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-57-1-1024x550.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-57-1-768x413.png 768w\" sizes=\"auto, (max-width: 1178px) 100vw, 1178px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Go to the POS screen and select the service for which we assigned the user. You will find that only the assigned user appears for selection.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-58.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-19291 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-58.png\" alt=\"\" width=\"1366\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-58.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-58-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-58-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/06\/Beauty-Salon-2-58-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1719391750157{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>When selecting a user from the list, you will see all system users and employees. Be sure to select a user, not an employee.<\/p>\n<p>To understand the difference between an employee and a user, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/difference-between-employees-and-users-in-daftra\/\">guide<\/a>.<\/p><\/blockquote>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1719392027756{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>The user&#8217;s role must be set as &#8220;<strong>User<\/strong>&#8221; for them to appear in the POS. For more information on user roles, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/employee-permissions-and-roles\/\"><strong>guide<\/strong><\/a>.<\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[5269,3255],"tags":[5500,5499,5354],"class_list":["post-19274","user_manual","type-user_manual","status-publish","hentry","category-beauty-salons","category-industries","tag-assign-service-to-employee","tag-service-assignment","tag-5354"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Assigning POS Services to Users - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-pos-services-to-users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Assigning POS Services to Users - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1719390056576{margin-left: 200px !important;}&#8221;]You can restrict certain services to specific system users among your employees, so that only the specialized users appear when assigning the employee to the service at the POS. 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