PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
The Staff Members section is used to add, update, and delete administrative users, as well as designate what types of appointments can be scheduled, and when they can be scheduled.
Each user can be assigned different schedules and services. These can be changed at any time by clicking on the Staff Members tab and then clicking on the user profile you want to change. The links on the left side of the page will allow you to customize the schedule, days off and services offered.
It is important to understand that the “Open Hours” and “Closed Days” sections found after clicking the Settings tab override individual user schedules. As a general rule, the available hours for each schedule have to fall within the general “Open Hours” for the organization. It might be necessary to update the Open Hours and Closed Days sections to accommodate all staff members.
When adding a new user profile, you will be asked to provide the basic information below:
There may be administrative users who need to access the system, but are not available for appointments. An example would be a manager who needs access to the system to be able to run reports and oversee the operation. This type employee would be set up as a staff member, but the assigned "Status" would be set to "Inactive" to reflect that no scheduling function is needed for the user.
- Allow Customers to See
This field dictates whether the users schedule can be seen on the Customer View. Select “yes” if you would like customers to be able to schedule with the staff member.
- Access Type
Each user may or may not have an assigned login and password to let them login to your AppointmentPlus account. Whether to assign users separate logins/passwords depends on how much access you want them to have. Select on the the 5 access types based on how much account information each user can see. Click here for detailed descriptions of each access type.
- Top Menu Access
When adding a new user or updating existing Staff Members profiles, Administrators can designate what menu bar options the user can see. Click here for more details.
This section is used to create a weekly recurring schedule. As noted above, schedules and days off for staff members should fall within the general "Open Hours" and "Closed Days" found in Settings
- Services Offered
You can assign what services are offered for each user profile, and indicate what days of the week each service is offered. You can even override the default values for the duration and cost of each service.
- Days Off
This section is used to set off days for the staff member. Any Closed Days added in Settings, such as holidays, will automatically display as off days for all staff members.
If you are utilizing the Rooms function of the system, you will also need to ensure that your staff members are assigned to all applicable rooms. Failure to assign staff members to room is a common problem that results in Customer View scheduling issues when using this functionality.
Staff Member Preferences
In addition to the Staff Members tab at the top of your site administration page, your staff members setup and customer view is affected by the Staff Member preferences. Staff members preferences can be accessed from Site Administration by clicking on the Settings tab and then clicking on the Staff Members link on the left side under Preferences. Please carefully review these preferences for your system application.