Each staff member has a variety of settings that can be set or modified from their profile.
To access a staff member’s profile, click the App Drawer button then click View All > Setup > Staff > Staff Members and click a staff member to view their profile.
Review the tables in this article for information about the settings available on each tab of a staff member’s profile page.
General
Setting | Description |
First name | The staff member’s first name. |
Last name | The staff member’s last name. |
The staff member’s email address.
Note: An error occurs if you try to change the email of a staff member that has a profile with the same email at another WellnessLiving business. To change the email, you must add a new staff member with the desired email address and then deactivate the staff profile with the old email address. | |
Allow staff member to sign in | This option is available when the client login for the staff member’s associated client profile has been disabled.
When this option is set to ON, the staff member can set up staff credentials (email and password) to sign in to WellnessLiving |
Current password | The password the staff member uses with their email address to sign in to WellnessLiving.
If your staff members have the Manage staff profiles and Manage client profiles staff role permissions, they can click Reset Password to send an email to the staff member to reset their password. |
Role | The staff member’s staff role.
This option is crucial as it determines the permissions assigned to the staff member within WellnessLiving. |
Location | A list of all the locations set up for your business.
Each location the staff member works at will appear selected in the list. For more information, see Setting a staff member’s locations. |
Home location | The location where the staff member works primarily. When logging in to WellnessLiving, the staff member will be automatically logged in to this location. |
Job title | The staff member’s job title. For example:
Note: The job title isn’t the same as a staff role and doesn’t have any effect on the staff member’s WellnessLiving account permissions. |
Gender | The staff member’s gender. Contact WellnessLiving to make a gender-neutral option available for your staff members and clients. |
Cell phone | The staff member’s mobile phone number. |
Home phone | The staff member’s home telephone number. |
Address | The staff member’s home address. |
City | The city in which the staff member lives. |
ZIP / Postal code | The staff member’s ZIP or postal code. |
Biography | The staff member’s biography. This information is displayed publicly wherever the staff member is listed. |
Employment start date | The day on which the staff member started their employment with your business.
The Currently employed option should be set to ON if the staff member is currently employed at your business. |
Display on Explorer listing | If this option is set to ON, the staff member and their information is displayed publicly on your WellnessLiving Explorer listing.
Alternatively, you can choose whether to display a staff member’s profile on your WellnessLiving Explorer listing from the Staff Members page:
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Add custom field | Custom fields can be added to or removed from staff member profiles to record specific information.
Custom fields can’t be viewed by staff members unless the staff role to which they’re assigned has the Manage staff profiles option enabled. The following options are available for each custom field:
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Services
Setting | Description |
Services | The types of services provided by the staff member. Your choices are Classes, Events, and Appointments.
If you set Appointments to ON, there are additional appointment-specific options:
For more information, see Setting a staff member’s services. |
Working hours
Setting | Description |
Working hours | The staff member’s available or unavailable working hours can be set to determine when the staff member can be booked for services.
For more information, see Managing a staff member’s working hours.
Note: A staff member must be assigned to at least one location before you can set their working hours. |
Pay rates
Setting | Description |
Pay rates | Pay rates allow you to use WellnessLiving to track how much the staff member earns when they sell items in the store, take part in offering a service, or are simply paid by the hour. For more information, see Setting a staff member’s pay rates. |
Notifications
Setting | Description |
Override default notification settings | When selected, this option allows you to modify the staff member’s individual notification settings.
For more information, see Overriding a staff member’s notifications. |
Calendar sync
Setting | Description |
Display the client’s address on the synced event | If this option is set to ON, the client’s address will be displayed on your Google or Outlook Calendar event.
Note: To display the client’s address in your calendar event, you must first connect your Google or Outlook calendar to your WellnessLiving account. For more information, see Connecting a staff member’s Google Calendar and Connecting a staff member’s Outlook Calendar. |