Adding someone to the team is always exciting, and adding them to your software system couldn't be easier!
Once you’ve created your first cloud software account, you can log in to your account and add employees to your business.
Go to Employees.
Select the + in the bottom right corner
Enter the employee’s information and press Next
If you wish to allow the employee to log in to the software from the website or the mobile app, select Yes for the Create Cloud Account option and verify the email address entered.
Check the boxes for Email Address and Text Message in the Appt. Notifications sections to allow the employee to receive notifications about their appointments.
If the employee is an independent contractor, select Yes in the Independent Contractor section. You will be able to enter the person’s own merchant account information here if they use the integrated credit card processing.
You can then set service limitations for these employees if you like. To do so, select Yes in the Service Limitations section. You can then check the box for which services the employee can perform. Press Save when you are done.
The employee will get an e-mail to that address asking them to complete the setup, including clicking a link to create their account password. Once they complete that, their account will be activated and added to the business’ billing account.
Log out and back into the software in order to see the new employee on the Appointment Book.