Watch the video here or scroll down to the step by step!
Step by step
Add a new staff member
Go to Menu - Staff & Business settings.
Go to staff profiles and logins, and click 'NEW STAFF MEMBER'.
Does the user need a column or do they just ned a login? Select that next!
Click on Menu, but if you're using the App then select 'More' on the bottom right!
Fill out the staff members details and then press Save changes. Please note, this will affect your monthly bill dependent on your subscription.
If you'd like this staff member to have their own email and password to access the system, you will need to enable their remote login.
That's all - the staff profile is now added to the system and their column will be available on the calendar to add bookings.
Customise Staff Access
If you would like to customise a staff member's access level, find out here how to customise staff access.
Edit existing staff
From the Staff access page, just click on the staff member you would like to edit. Please note that the changes to staff access needs to be done by a manager login. If you need to update a freelancer’s email address, please ensure they have the correct permissions from the 'Staff access permissions' page. They need the ability to edit account settings.
Once the profile is opened, you can edit -
Job title
Employment type (as long as they are not self employed with a self employed bank account associated - if this is the case and they are becoming employed please contact support)
Permission level
Pin.
Make sure to press save changes after you edit anything.
Edit staff email
If the staff member is looking to edit their email, they can only do so when logged in using the email address they want to edit.
Navigate to Staff and Business Settings.
Select 'Email & Password'
Edit the email address to the new one.
Save changes.
You can also change your password on this page :) Once an email address is updated, the system sends a temporary sign-in email to the new address. Advise the recipient to check their junk/spam folder if they do not see the email in their inbox.
Note: Admins can update email addresses for staff members via "Staff Profiles and Logins." However, if the email was entered incorrectly and you cannot log in using that email address then please contact customer support to clear the email field for you.
Resolving Duplicate Email Issues
If an email address has already been used and you cannot add a new staff profile:
Go to Menu → Staff & Business Settings → Staff Profiles and Logins.
Locate the existing profile using the email address.
Click the delete icon beside the staff name to remove the profile.
Re-add the staff member with the correct email address and a new bookable column.
NOTE - This will remove any pre-booked appointments.
To learn how to change the order of your staff columns in the calendar, click here.