Staff
Inviting staff, roles and permissions, salary and shifts.
Adding staff and sending invitations
Add staff with the seven-step wizard; invite the staff who will sign in, or create a record that only appears in scheduling. Invitations, the row menu and removing staff, step by step.
Roles and permissions: who can see what?
Create a role or copy a system role, choose its permissions and assign it to staff; learn what the default roles cover and the role assignment rules.
Staff settings: services, shifts, appointments and salary/commission
Define staff-specific working hours, the services a staff member can deliver, their appointment rules, salary/commission model and calendar colour; get to know the staff detail page.
Staff leave and time blocks: creating and approving leave
Block the hours when a staff member is on leave or will not take appointments; approve, reject, edit or delete leave requests.