How To Add a Staff Member

This guide will show you how to add a staff member to your online scheduling software and configure the staff user settings.

Step 1. Enter the "Add Staff" Section

After selecting the "Staff" tab in the Settings page, select the "Add Staff" option.
user account access for online scheduling software

Step 2. Enter Employee Details

In the Profile section of the page, enter the required employee fields: salutation, first name, and last name. You may also enter contact information and roles.
When entering an email address, please ensure that the green check mark appears. A validation email will automatically be sent to your staff member when you save the employee profile. They must validate the email address within 7 days of reception. The email address will serve as their user name and allow them to access the scheduling software via the staff login page located on your personalized online booking portal.
You must also select a user type by checking the appropriate box. Six different user types are available: Admin, Manager, Receptionist, Scheduler, Observer, and Resource. Note that online scheduling privileges will vary depending on your selection. Please review the definition of each user type carefully.
If you simply require a new scheduling calendar or the staff member does not have an e-mail address or you do not want the staff to have any access to the software, simply select the Resource type. The Resource type is the only user type that does not require an e-mail address.
user privileges for online scheduling software

Step 3. Upload a Photo and Bio to be viewed on the Client Scheduling Portal

Simply type in the desired text to be displayed and select the image to be uploaded.
display staff photo and bio for online client scheduling

Step 4. Enter The Employee's Address

In the Home Address section of the page, you may enter the employee's address. This information is optional and will only be displayed internally.
staff management for online scheduling calendar software

Step 5. Save Your Changes

Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
add and invite new staff for online scheduling

If you need assistance with your setup or would like some tips, feel free to touch base.

Contact us for assistance.