How to Deactivate an Employee

Step 1: Remove Future Appointments

1. Navigate to Tools > Reports.
2. Under the Employee category, select Future Appointments and click View.
3. Choose the employee you want to deactivate (e.g., Anna), and press Add and then View.
4. Select a date range that includes all future appointments (e.g., from the 24th to next year), and click View.
5. Print the list of future bookings and move the appointments to another employee’s column as necessary.

Step 2: Inactivate the Employee

1. Go to Setup > Employees.
2. Use the dropdown menu to select the employee (e.g., Anna).
3. Untick the Active box for the employee. Confirm that any future tasks will be removed, then click Yes.
4. Click Save to finalise the deactivation.

Step 3: Reactivating an Employee

1. Go to Setup > Employees.
2. To view inactive employees, click on Show Inactive Employees at the top left of the employee list.
3. Select the employee you wish to reactivate, tick the Active box, and press Save.

Key Insights:

• Inactivating an employee removes all their future tasks and appointments.
• Reactivating is simple and allows for seamless integration when an employee returns to your business.
• Keep your appointments organized by ensuring future bookings are reassigned before deactivating employees.