Navigate to Staff by selecting Management > HR
Click +NEW to add a staff member
Enter Personal Information:
- First Name: Input the person’s first name.
- Last Name: Enter the person’s last name.
- Date of Birth: Provide the person’s date of birth.
- Hire Date: Enter the date the person was hired.
- Termination Date: If applicable, input the termination date.
- Phone Number: Add the person’s phone number.
- Yearly PTO: Enter the yearly Paid Time Off (PTO) allocation.
- Company Email: Input the company email
- Personal Email: Add the person’s personal email address.
Enter Preferences:
- Default Shops: Select the default shops the person will be associated with.
- Default Landing Page: Choose the default landing page (e.g., Dashboard, Stores, Services).
- Default Store View: Select the default store view (e.g., Master, List, Schedule, Calendar).
- Default Service View: Choose the default service view (e.g., Master, List, Schedule, Calendar).
Definitions:
–Dashboard
The Dashboard serves as the central hub for your account management. It provides a quick overview of key metrics and activities, allowing users to monitor performance and track important updates. Typical features may include:
- Performance Indicators: Quick stats on sales, customer engagement, or service requests.
- Alerts & Notifications: Updates on urgent tasks, reminders, or upcoming events.
- Shortcuts: Easy access to frequently used tools and reports.
- Customizable Widgets: Options to personalize the layout based on user preferences.
–Stores
The Stores section is dedicated to managing physical or online store locations. Here, users can add, edit, and monitor stores, including:
- Store Information: Details such as name, address, and contact information.
- Store Status: Management of the store’s operational status (Active, Inactive, etc.).
- Inventory Management: Oversight of stock levels, orders, and deliveries.
- Sales Tracking: Insights into sales performance per store.
- Staff Assignments: Information on staff assigned to each store.
–Services
The Services section focuses on the various offerings provided by the company. This includes managing service-related information, such as:
- Service Catalog: A list of services offered, including descriptions, pricing, and availability.
- Scheduling: Tools for booking appointments or service requests.
- Customer Management: Tracking customer interactions and service history.
- Performance Metrics: Analysis of service performance, including customer satisfaction and feedback.
- Service Assignments: Assigning staff or resources to specific services.
