How to Set Up and Manage Employee Profiles

Accessing the Employee Setup Screen

1. Navigate to the Setup Menu:
   • Go to the bottom right of your screen.
   • Select Setup > Employees.

Editing an Existing Employee

1. Select Employee:
   • Use the drop-down menu on the top left to find and select an employee.
2. Update Details:
   • Edit personal contact details, appointment book settings, or any other relevant information.
3. Save Changes:
   • Press Save and then Done to confirm updates.

Adding a New Employee

1. Go to Setup > Employee:

   • Click New in the bottom left corner.

2. Enter Basic Information:

   • Alias: Enter a nickname or display name (e.g., "Sam" for Samara).then press Done
   • Full Name: Add first and last names in the respective fields.

3. Add Personal Information:

   • Fill in the employee’s contact and personal details on the right side of the screen.

4. Set Service Level:

   • Assign a service level (e.g., Junior or Senior) if service-level pricing is configured.

5. Configure Appointment Book Settings:

   • Position the employee in the appointment book.
   • Set the service interval time.
   • Enable or disable:
     • Online Booking: Allow clients to book with this employee online.
     • Appointment Confirmations: Send appointment reminders to clients.

6. Assign Capabilities:

   • Select the services the employee can perform.
   • Use the gray dots to choose multiple categories and press Add.
   • Only services within these categories will be available for online booking with this employee.

7. Add Additional Details (Optional):

   • To add additional information press More on the Employees screen.
   • Biography: Enter a brief description of the employee’s background.
   • Picture: Upload a photo from your computer.

Assigning a PIN Number

1. Set PIN:
   • Enter a 4-digit PIN and confirm it.
2. Edit Existing PIN:
   • Follow the same process to update an employee’s PIN.

Final Steps

1. Save Changes:
   • Press Done after completing all updates.
2. Confirm Updates:
   • Verify changes have been applied successfully.

Key Takeaways:

• Ensure all required fields are completed for seamless setup.
• Regularly review and update employee profiles to keep information current.
• Utilize optional features (e.g., bio, headshot) to personalize the client experience.