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!
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.
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 email, they can do so from
menu > staff and business settings > 'Email & Password' and enter the new email, click 'Save'.
You can also change your password on this page :)
Note: To change a staff member's email address on their behalf, please contact customer support
To learn how to change the order of your staff columns in the calendar, click here.
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!