In this article, we will be covering

  1. How to add staff

  2. How to set working hours

  3. How to set holidays/leaves


1. Adding staff

To add staff profile in the system you can follow the below steps:

👉 Go to the location where you want to add staff and navigate to Manage > Staff > Add Staff

👉 Basic details: Enter the basic details of the staff like email, name, phone number, gender, birth date and address

👉 Staff type: Select the job type of the staff

👉 Access & permissions: In this field, you can select whether you want the staff to have login access or not

👉 Permission Group: Staff will have access to the system based on the role you select here

👉 Click on Add Staff

Staff profile will now be created in the system

ℹī¸ If you are a multi-location business and the staff has access to different locations you can create the staff profile in one location. To add them to another location you can enter their email id and their profile will show up, click on add beside their name to add them to that location

👉 Adding staff to another location


2. How to set working hours?

You will be able to set working hours once the staff profile is added to the system

To set working hours you can follow the below steps:

👉 Be at the location > Navigate to Manage > Staff > Click on the staff name

👉 Under working hours > Click on Add hours

👉 Select the days you want to add a schedule

👉 Enter the working hours > Click on Update

👉 Working hours for the staff will be update


3. How to set holidays/leaves

To set holidays/leaves you can follow the below steps:

👉 Be at the location > Navigate to Manage > Staff > Click on the staff name

👉 Under Holidays > Click on Add holiday

👉 Enter the reason if it is a holiday or a leave

👉 Select the start and end date: If it is a half-day leave you can also select the start and end time in this field

👉 Click on Add Holiday

ℹī¸ If the staff has any appointments/classes scheduled on these days the system shows them as conflicts you can add a substitute for these classes or you can click on ignore conflicts and proceed to add holiday/leave

👉 Adding leave/holiday when staff has events scheduled

👉 Staff leaves/holidays will be updated


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