Staff is any user who can log into the system or has a calender where a user can book an appointment with them.
To Create a new staff go to Setup->Staff and select "Add New" from "Select to Edit" drop down. |
Types of Staff
1. Default:
Anyone can book an appointment with this staff member. The name will be published on the scheduler and mini website.
From Setup->Staff the check box "Accept Appointments" is checked |
2. Administrative Staff.
You can designate that this staff does not take appointment. This will allow this staff member to login and book appointments for other staff members and check their schedule.
In order for this person to look at other staff members calendar, this person should have at least "Administrator" Role.
From Setup->Staff the check box "Accept Appointments" is unchecked |
Staff Security Roles
Staff member can have one of Three roles
1. User
This user can login and see only their own appointment calender. They do not see any other staff member or their information. This user cannot create new staff or do any function under the Setup Menu.
From Setup->Staff select "User" from the Security Role drop down. |
2. Administrator
This user can see every one else's schedule and setup any option.
From Setup->Staff select "Administrator" from the Security Role drop down. |
3. Owner
This person has all the security permission of an Administrator but can also manage Billing for the account and is the only person who can cancel the account.
The person who signs up for the account gets this permission. Only one person can have this permission. |