Employees can be entered here. Each individual should be entered as their own profile with different email addresses.
To create and edit Employees,
- Hover over Employees on the menu bar, and
- Choose the Employee List from the drop-down menu.
- Select to Add a New Employee from the option box to the left side of the screen.
- Enter an Employee ID, their name, and as much information as you can on the left side of this screen.
|Note: Each employee will need their own email address and password entered in their individual employee profile.|
- On the right side of this screen, select from the drop-down selection boxes each option that will apply to this employee. This is where you will choose the security profile, commission plan, and pricing level for each staff member.
If this is an employee who will not require a column on the appointment calendar for appointments,
- Select the Schedule Options tab.
- Uncheck the 2 boxes towards the top of the profile.
- Save the employee record.