Why are some of my staff missing from the Setup page?
On the Setup page, Step 4 lists the staff you can sync. If someone from your Phorest account isn't in the main list, they are probably switched off for online booking in Phorest. They are not lost: Booking Connect tucks them away, and you can still sync them.
Where to find them
Go to Setup and find Step 4: Select staff and copy calendars to Treatwell.
Under the staff cards, look for Show N staff members hidden from Phorest online booking and click it. If nobody would otherwise be listed, it opens by itself.
Switch on Sync cal for the person you need.
Once they're switched on, they stay in the main list, so you can switch them off again later.
Why some staff are hidden
Phorest has a setting that hides a staff member from its own online booking. Salons often use it for reception, rooms, equipment and support accounts, so we keep those out of the way by default. A salon that takes bookings only through Treatwell may have switched it on for everyone.
That Phorest setting has no effect on Treatwell bookings. You don't need to change anything in Phorest.
Copy their calendar to Treatwell
After switching them on, click Setup calendar on their card, copy the iCal link, and paste it into their profile in Treatwell Connect as the external calendar. See Selecting staff.
If a booking for them already failed
Until someone is switched on, Booking Connect can't create their Treatwell bookings in Phorest. It emails you instead, saying the stylist isn't switched on, naming the person it found in Phorest and linking to the Setup page. Those bookings were not added to your diary, so please add them by hand. Switching the person on fixes it for future bookings.
Still not listed?
Check the branch shown in Step 2. Staff are listed for the branch you selected.
Check the person is in Phorest at that branch.
Check your plan: the Basic plan covers up to 10 staff in one branch. Once you reach your limit, you will need to switch someone off to add another.
If the name still doesn't match
Booking Connect matches the stylist name on the Treatwell booking to the staff name in Phorest. A first name on its own works if only one synced person has it. If a Phorest profile has just a full stop as a surname, for example "Jade .", a Treatwell booking for "Jade Smith" is matched on the first name. If two people share a name, you'll be emailed to say which names we found.