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How do I add a new staff member?
How do I add a new staff member?
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 4 months ago

How do I add a new staff member?

  • PRICING TIER: All

  • APPOINTMENT VERSION: Single & Multiple

To add a new staff member:

NOTE: The term "Staff Member" might be different in your account depending on who and what you're scheduling.

  1. Click the Staff Members tab

  2. Select the Add New Staff Member link

  3. Fill out the General Information section. (First Name, Last Name, and Screen Name are required)

add staf.png

Next,

Fill out the Profile Information section. Check the Field Definitions for a description of each field.

Note: If the Staff Member is going to have a bookable calendar, set their Status to Active and Allow Customers to See set as Yes, if your customers book their own appointments.

Create a login and password for the Staff Member

Note: When you give them a password, it will be temporary. The first time they sign in to daysmartappointments.com, it will prompt them to change their password for security purposes.

Next,

  1. Select the hours your weekly recurring schedule.

  2. Specify what "Services" are offered.

  3. Click the Add button.

Note:

You do not need to add in Hours and Services if the Staff Member does not have a bookable calendar.

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