How To Add/Remove Employees

ADDING EMPLOYEES

• Go to ‘Settings’ from the side bar.

• Select ‘Employees’ from the sidebar.

• Click ‘Add’ at the top of the page.

• Fill in their ‘Personal Details’ – Basic Employee Information such as Name, Email Address, Display Name and more
• Employee Details – Here, you can create a login for your employee (MUST be an email), along with other information such as self employed status, online booking status and more.
• Service Limitations – You MUST set up Service Limitations for each staff member.
• Security Permissions – Here, you set whether the staff member can view all columns or just their own, as well as what they can access within the software.
• When finished, click ‘Save’ at the top of the page.

REMOVING AN EMPLOYEE

• Click Settings.
• Click Employees.
• Select the employee you need to remove and click ‘Edit’.
• Click the ‘Active’ slider so that they’re no longer active. You can also add the last date this employee worked in the information too.

• Click ‘Save’ at the top of the page.