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Support -> How To Add a Staff Member
How To Add a Staff Member
Step 1. Enter the "Add Staff" Section
After selecting the "Staff" tab in the Settings page, select the "Add Staff" tab.
Step 2. Enter the Employee's Details
In the Profile section of the page, enter the required employee details: salution, first name, last name, and email address. When the email address is entered, please ensure that it is validated: a green check mark will appear if the email address is valid. Phone numbers may also be entered, but are optional.
Step 3. Indicate the Roles Your Employee Performs
Select the roles your employee performs by checking off the appropriate boxes next to the corresponding roles.
Step 4. Enter the User Account Settings
In the User Account Settings section of the page, enter the user type by selecting the appropriate button. Please note that user priveleges will vary depending on your selection: Admins have access to both the Appointment and Setup Centers. Receptionists only have access to the Appointment Center and they are only allowed to schedule appointments for locations that they are assigned. Resources on the other hand are only able to view their appointments.
Step 5. Enter The Employee's Address
In the Home Address section of the page, you may enter the employee's address. This information is optional.
Step 6. Save Your Changes
Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
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Appointment scheduling software for your service-based business.