Add an employee

Add a new employee

• From the Menu navigate to Employees and then select Employees.
• Click on "New Employee" at the bottom of the screen.

Enter employee details

• Enter the Alias, First name, Last name and Gender.
  • Note that the Alias will display in the Appointment Book.
  • Note Gender is mandatory as it is a filter option for customers in Online Booking.

• Optional: Enter start date, biography, contact details and upload an image.
• Set status is set to “Active” to ensure the employee is visible in the Appointment Book, Roster and Online Booking where relevant.

Choose which services an employee can perform

• Select which services the employee can perform. This will be reflected when making bookings directly in the appointment book and on your online booking website.
• NOTE: By default, a new employee will be able to perform all services.

Configure an employee’s Appointment Book settings

• Choose the employee’s time intervals in the Appointment Book. For example, 
  makeup artists and hair stylists may use different calendar intervals for taking bookings.
• Choose if confirmation messages should be sent to the client for appointments booked with the employee.
• Choose if the employee displays in the Appointment Book.
• Click the "Done" icon in the bottom right corner to save your changes.

Choose which order employees are visible in your Appointment Book

• Hold and drag the employee name to rearrange the order of employees in your Appointment Book (top to bottom = left to right in the Appointment Book).
• Once you’re happy with the order, select the back button.
• Then press “Done” at the bottom of the screen to save your changes.

Enable employee to be booked for Online Booking

• Re-select the employee name

• Scroll down to “Appointment book”.
• Turn toggle to Yes for “Online booking”.
• Select “Done” to save your changes.
• Note: if “Can be booked” is “No” the employee can’t be booked for services via Online Booking OR the Appointment Book.

Invite an employee to your workspace

• Select “Roles” at the bottom of the screen.

• Ensure “Login access” is set to “Yes”.
• Enter your employee’s username and their email address (note the employee will log in with their username, we recommend inputting their email in the “username” field to  avoid any confusion).
• Select the role(s) of the employee.
• Select “Done” to invite your new employee to your Shortcuts Aire workspace.

• Once you’ve selected “Done”, a confirmation window will appear, indicating that the employee has been set up and an email with login details has been sent to them.