Adding/Editing an Employee

How Do I Add a New Employee?

From the home screen, click the menu icon and go to Settings. Click Instructors or Employees in the left sidebar, then click Add New.

What Information Do I Need to Build an Employee Profile?

1. Employee Name.
2. Will this employee be Bookable?
3. Will this employee have Admin level access within the scheduler?
4. Employee Email Address.
5. Employee Cell Phone Number.
6. Employee Profile Picture (Optional).
7. Employee Biography (Optional).
8. Employee Address, Zip Code, and Country (Optional).
9. Employee Gender (Optional).
10. Employee Commission Percentage (Optional).
11. Employee Calendar Start/End Time (Optional).
12. Will this employee use an Online Schedule Start that is established by the Service/Facility Defaults?
13. Will this employee use a Cancel Online Policy that is established by the Facility Defaults?

Click Save and you will have created a new employee profile.

NOTE: Make sure to create a login for your new employee after you finish building their employee profile. Go to the Login tab and create a User Name and Password for your new employee. They can change their password once they have logged in for the first time. If this is a bookable employee, you can go to the Options tab to set up their notifications. There are many options for reminders and confirmation notifications. Your employee will still need availability before they will be bookable.

Once you have saved your new employee profile, you can edit it whenever necessary.

Bookable employees will have an Availability tab in their employee profiles. On this tab, you will define the days and hours for which customers can book appointments with you. 

Navigate to your employee profile and open the Availability tab.

1. Click on a day of the week to open the settings options.
2. Set your start time and end time for that day. 
   1. Start time is the beginning of the first lesson of the day.
   2. End time is the END of the last lesson of the day.
3. Choose the services that you offer by clicking the check box for each item. Do not choose items that you do not offer. In the screenshot below, the instructor does not offer Club fitting and should not be booked for Sim Reservations--those options have been left unchecked. 
4. Click the Save button to complete the process.

If your account has multiple locations, use the Facility selector to create availability for each location where you will offer services and repeat the process above. 

Availability is set on a recurring basis. This schedule will run indefinitely until you make changes.