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Employees — adding an employee

Add a new team member so they can be scheduled in the calendar and receive their own access to the system.

What you'll learn​

  • How to add an employee (name, email, phone) ✓
  • How the email invite and first access work ✓

Steps​

  1. Go to "Employees".
  2. Click "New employee".
  3. Enter: First Name, Last Name, Email and optionally Phone and Photo.
  4. Press "Save".
Important about email

When you enter an email address, a new user account is automatically created for this employee and a password/sign-in instructions are sent to that email. Don’t forget to set their permissions afterwards.

Frequently asked questions

Is an email address required?

Yes. The email creates a user account and sends a password/sign-in instructions to the employee.

Can I add an employee without a phone?

Yes. Phone is optional.

When can I set permissions?

After saving and if the profile has an email address.