account-setup

Managing Staff Members and Permissions

Dr. Marcus Williams

Written by Dr. Marcus Williams

Published on November 13, 2024

Set up your team, manage individual schedules, and configure access permissions for different staff roles.

Setting Up Your Team

Effective staff management ensures smooth operations and provides flexibility in service delivery.

Adding New Staff Members

  1. Go to Settings > Staff Management
  2. Click 'Add New Staff Member'
  3. Enter personal details and contact information
  4. Upload professional profile photo
  5. Set up login credentials if they need system access
  6. Assign services they can perform

Staff Roles and Permissions

Administrator

  • Full system access and configuration
  • Can manage other staff members
  • Access to financial reports and settings
  • Can modify business rules and policies

Manager

  • Staff scheduling and management
  • Customer management and support
  • Basic reporting and analytics
  • Service and pricing adjustments

Staff Member

  • View their own schedule and appointments
  • Update appointment notes and status
  • Access customer contact information
  • Limited reporting for their own performance

Receptionist

  • Booking and cancellation management
  • Customer check-in and check-out
  • Schedule viewing for all staff
  • Basic customer information updates

Individual Staff Schedules

Each staff member can have unique availability:

  • Set individual working hours for each day
  • Configure different availability for different services
  • Manage time-off requests and holidays
  • Set buffer times between appointments
  • Handle recurring schedule patterns

Commission and Payment Setup

Configure how staff are compensated:

  • Fixed salary vs. commission-based payment
  • Different commission rates for different services
  • Tip distribution and management
  • Performance bonuses and incentives

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