- LAST UPDATE: 8/26/2015
PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
Staff Member Types allows you to group your staff members. With these groups, you can display a group of schedules on the appointment grid or run a report based on a staff member type group. By default, Staff and Manager are set up for your use within your account. To add new staff member types:
TIP: If you would like to change the default Staff Member Type labels, you can do so by clicking on the description link when on the Staff Member Type page.
Assigning Staff Member Types
When all of your staff member types have been added, you can now assign them to each of your staff member profiles. You will need to go into each profile to assign them a staff member type. To do so:
Using Staff Member Types
With the staff member types set up and assigned to your staff, you will now be able to run reports based on these Staff Member types. To do so:
To display schedules on the appointment grid by Staff Member types, you will need to enable a preference. By default, the preference is turned off. To enable it:
Next, click on the Appointments tab, you will now see a Staff Member Types drop down above the calendar. Selecting it will list the the types you have added in your Lists section. When selecting a Staff Member type, it will refresh your Appointment Grid and only show the schedules associated with that Staff Member Type.