Premier - How to Add a New Staff Member to the Appointment Diary

Premier - How to Add a New Staff Member to the Appointment Diary

⏱️ Estimated time: 5 minutes

👤 Role: System Administrator / Manager

What you'll learn:

  • How to assign a new staff member to an Appointment View Preselection in PremierCore.

  • How to identify which Appointment View is currently set as your site default.

  • How to reorder staff columns so they appear in your preferred left-to-right sequence on the booking screen.

When should I use this?:

Use this process whenever you onboard a new team member who performs appointments, or when an existing staff member needs to become visible on your appointment diary. Updating your Appointment View Preselection ensures the diary layout accurately reflects active team members.

Before you start:

Step-by-step:

1. Navigate to Preselection Setup

Log into PremierCore and select Configuration from the main menu, then click Appointment View Preselection Setup.

2. Select Your Active Appointment View

Select the Appointment View Preselection you wish to amend from the list.

Key Logic: If your system is set to Default and you are unsure which view is active, you can verify this by navigating to Manager > General Menu > Site > Site Settings > Appointment View and checking the entry under Default View Based On.

3. Assign the Staff Member to the View

To add the team member, find their name in the Unallocated column on the left-hand side. Click their name, then select the single right arrow (>) to move them into the active column.

Note: Clicking the double arrow (>>) will move all unallocated staff members over at once. Use the single arrow to add individuals safely without cluttering your view.

4. Adjust the Staff Member Display Order

Drag the staff member's name up or down the list to set their position on the booking grid.

Key Logic: Column order corresponds directly to the list position: the top name displays on the far left of the Appointment Booking screen, while the bottom name displays on the far right.

Best practice:

  • Verify display layout immediately: After saving your setup, open the Appointment Booking screen to confirm the new staff member appears in the correct column position before taking live bookings.

  • Need assistance?: If you need a hand setting up your diary views or configuring site settings, the Journey Support Team is available via live chat on our support portal or at support@journey.travel.

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