Add a new staff member to your business to give them access to various business functions in WellnessLiving. To better understand staff members, check out our Overview of staff members.
Add a staff member
To add a staff member to WellnessLiving, follow these steps:
Open the App Drawer
and Click Setup.On the Setup menu, click Staff and expand the Staff Members section.
Click Add Staff.
Set up the staff member’s profile by filling out the required fields indicated by the red asterisks. For more information, see Staff Member Profiles.
Click Create Staff Member.
After a staff member has been added to WellnessLiving, they can sign in to their account and an associated client profile will be automatically generated for the staff member.
If a staff member has more than one client profile in your business that is not associated with their staff profile, merge the two client profiles together.
Staff member profiles can also be modified after being created, to include aspects such as default location, pay rates, working hours, and available services.
Modify a staff member
To modify a staff member's profile, follow these steps:
On the Staff Members page, select the staff member you want to modify from the list.
Modify the staff member’s profile and click Save.
Note: staff member profile changes can take up to 5 minutes to apply across the system.
Deactivate a staff member
Before deactivating a staff member, ensure they are removed from all Services. Services must be cancelled or substituted for another staff member.
Note: Only staff members with the "Manage Staff Profiles" permission are able to deactivate or reactivate other staff members.
To deactivate a staff member, follow these steps:
Select the Staff Member's profile from the staff members area.
Set the Active Toggle to Off
Click Save
Caution: Deactivating a staff member's profile does not automatically deactivate their associated client profile. To prevent the staff member from accessing your business as a client, deactivate their client profile as well.