🔍 Summary
Staff are team members created in the system to be made available for appointments or linked to transactions for commission and performance tracking. The Staff Setup function defines each staff member’s skill set, availability, and personal record.
âť“ Likely Scenario
You would contact support if:
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You cannot create a new staff record.
Staff members are not appearing in appointment columns.
Optional details (e.g., contact, bank, or picture) cannot be saved.
A staff member cannot be activated at the correct site.
🛠️ Process Overview
​Administrators or managers can use the Staff Setup tool to create new staff members, configure their details, and assign them to the appropriate site. Additional optional information such as contact details, payroll details, and profile pictures can also be recorded.
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✅ Step-by-Step Instructions​
Create a New Staff Member
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In Administrator or Configuration, click Staff Setup.
Click the Green Plus to create a new staff member.
Enter the staff member’s Display Name (appears in appointment columns and reports).
Complete optional fields as needed:
Title (linked to Site Settings, with option to link gender).
First Name, Middle Initials, Surname.
Date of Birth.
Staff Type (defined in Initial Setup → Staff Types).
Employment Start Date.
Nationality.
To activate the staff member, move the required site(s) from left to right.
Click the Green Tick to save.
Optional Details
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Notes – add time-stamped notes using the Small Plus Button; remove with the Red Stop Button.
Bank Details – record payroll details:
Select Bank from dropdown.
Mark as Self Employed (if applicable).
Add Payroll Number / N.I. Number.
Picture – upload staff photo (displayed in appointment view):
Capture (via connected camera).
Attach (upload image file).
Remove (delete stored image).
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🧠Important Note
Staff records must be activated at the correct site before they can be scheduled for appointments or linked to transactions. Ensure all required details are entered before confirming the record.
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