Set up the Employees that work at your business. Once an Employee is loaded onto the system you can track their shifts, work hours and scheduled appointments.

  • Browse to the Employees screen under the Employees menu.

Adding and Editing Employees

  1. Browse to the Employees screen under the Employees menu.
  2. Click New on the action bar, or select an item to edit.
  3. Enter their First and Last Name, along with their Position.
  4. You can set a Category for this Employee which will allow you to view all Employees of a certain Category on your Scheduler.
  5. If you are paying Commission, you can set the Commission structure that should be applied for this Employee.
  6. Assign an Employee Type if you are making use of this feature.
  7. Set the Work Type of the employee. A Full Time worker always shows as available on the Scheduler. Shift and Locum workers only show as available if you set up a Shift for them on the Employee Scheduler.
  8. If you want this Employee to show on the Scheduler screen tick the Show On Appointments check box, and define their position using the Calendar Position option under the Details tab. Tick the Show On Classes option if this Employee performs scheduled classes.
  9. On the Services tab you can tick what Services this Employee can perform. It's important to set this correctly if you are offering online bookings.
  10. Under the Details tab you can set a variety of additional options for this Employee.
  11. Set a Default Resource that should be used for all Appointments for this Employee.
  12. Set the Max Pax that can be assigned to this Employee at any point in time. For example, if they can accommodate two people at once then you would set this value to 2.
  13. If the Employee can only accommodate the Max Pax if they are on the same Appointment then tick the Per Appointment check box. This will ensure you don't book strangers onto the same Employee by mistake.

Deleting Employees

  1. From the Employees screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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