How to add your Staff:

1. Please visit "Set Up" > "Staff" within your account and then click on the blue button "+ Add Staff" (please note you might be seeing a different staff noun depending on your specific sector category).

Fill in the details of the new staff member. You will be given the two options to either Create or Invite Staff. You can choose the option to Create Staff if you want to add the staff to your database, but not give them access to the system. You can otherwise choose the option to Invite the staff if you want to allow them to have access to the system and to their own diary.

create new staff

If you go for the option to invite the staff to join, please make sure you enter their correct email address where they will be receiving their invitation to join the account and where they will be receiving notifications about their bookings. Once you have done that, click on the Invite button. 

The new staff member is now created, and the invitation link has been sent out to them. You can now also manage their ability to Take Bookings as well as their Permissions/rights. 

The system will also give you the option to copy the invite link and send it to them directly from your own email address. 

The 'Status' section of the staff record will show whether you have invited them or not.

Setting their Permissions:

In terms of permissions/rights that can be assigned to the staff members, there are multiple options you can select from:

  • System Admin

  • Can view & edit all appointments

  • Can view & edit own appointments

  • Can view all appointments

  • Can view own appointments

You can find out more about the different permission levels in this article.

How to Categorize your Staff

We recently added the ability to add tags to your staff, making it easier to find staff, manage which services they can take, and more. Details on this feature can be found by clicking here.