Use this feature to stop a staff member or supplier from being booked to a client. You can add them to the barred list or remove them at any time.
Add a staff member or supplier to a client’s barred list
To add a staff member or supplier to a client's barred list, follow these steps:
Click Client.
Click on the client.
Click Roster.
Click Barred staff.
Click Add staff to add a staff member, or Add supplier to add a supplier.
📌 Note: The option to bar a Supplier only shows if you have access to the Supplier module.
In the pop-up window, enter the surname before
%in the Last name field.Click Find.
Click on the staff member or supplier.
Click Select.
Select the Remove bookings for newly added barred staff from this date/time onwards checkbox if needed.
📌 Note: If you don’t select this, any current bookings stay on the roster after you've saved changes.
Click Save changes.
Remove a staff member or supplier from the barred list
To remove a staff member or supplier from the barred list, follow these steps:
Click Client.
Click on the client.
Click Roster.
Click Barred staff.
Click Delete next to the staff member or supplier you want to remove.
Click Save changes.