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    Creating a staff member
    • 09 Oct 2024
    • 2 Minutes to read
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    Creating a staff member

    • Updated on 09 Oct 2024
    • 2 Minutes to read
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    • PDF
    Article summary

    This guide will detail how to create staff members, including setting up their security level permissions, activating and resetting their login details, and publishing their details on your website and setting up their alerts and runsheets.

    Staff members include those with booking calendars, and administrative staff who use the system but do not have calendars.

    Staff terminology

    Depending on what industry you are in your staff may be referred to as "Trainers", "Instructors" or "Practitioners" etc, and this terminology will be reflected in the system.

    Creating the staff member

    Steps

    1.  Navigate to Setup > Accounts & Security > Staff

    2. Click Add New User

    3. Enter the staff details. At a minium you will need to add First Name, Last Name, Email and Phone Number.

    4. Click Save

    Note

    The email you enter will be used for staff to login to the system. An email can only be used once. 

    Adding new emails addresses for your domain

    If you would like to add a new email for your domain AND we are hosting your email, you must contact support to activate the email. 

    Setting the staff security level

    This will control the level of access they have to the system. To modify the security level options you have available, please see: Security & Permissions

    Steps

    1. Under Role Type chose their role

    2. Click Save

    Activating the staff login

    You will need to create a login password to activate the account. You can do this via 2 ways: 

    Steps 

    1. Click on Send login email or Set Password link.



    1. Clicking Send Login Email will send a login link to the staff member's email address. If the staff member doesn't have a login account yet, it will also send them to set a New Password. 

    1. Clicking Set Password allows you to set up a new password, including the option to auto generate a password. Once set ensure you advise the staff member of the new password.



    Publishing the staff member on your about page

    You can choose if you’d like to display the staff member and biography on your website. It's a good idea to introduce your staff to your potential clients and highlight their experience and achievements.

    Image sizes

    Please note the following suggested image sizes. To resize your images please use a tool such as Photoshop or any of the available online tools such as Canva.

    • Calendar image: 150px wide x 150px high

    • Biography image: 250px wide (but can be longer than 250px)

    Steps

    1. Under Calendar image click Set Image and upload your picture - this will display their image on the booking calendar

    2. Under Biography image click Set Image and upload your picture - this will display their image on the about page


    1. Click on the Biography tab at the top of the staff profile

    2. Enter text for the biography

    3. Click the Show biography on the Instructors page checkbox

      1. Note: If you have not already published your About page, please see this article: Adding pages

    4. Click Save

     

    More options

    These are the basic settings for creating a staff member. There are a variety of other options available:

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