Adding Staff

Follow the steps below to add/edit staff members:  

1) Select the Manage Tab

2) Choose the Staff tab

3) You can either edit an existing staff by clicking more or add a new staff member by clicking the +Add

4) Fill out the staff member's information, ensuring the email address is correct as they will receive a confirmation with their username 

5) Assign the Locations and Services  

NOTE: If you only have 1 location or if the staff member provides the same services at all locations proceed with All Locations. If you have multiple locations with different services proceed with Multiple Locations. 

 

All Locations

To be used if you only have 1 location or if the staff member provides the same services at all the locations.

1) Choose All Locations from the Assigned To dropdown 

2) Select all the services that staff member performs

3) Click Save 

 

Multiple Locations

To be used if you have multiple locations with different services.

1) Choose Specific Locations from the Assigned To dropdown 

2) Click the Blue Pencil button (EDIT)

3) Edit window will open

 

4) Select the locations that staff member works at from the dropdown

 

5) The selected locations will appear in the Summary

6) Click on the arrow for each location to open the service list for that location and select services

7) Repeat for each location

8) Click Save  

 

 

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