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Employees

This is where you manage the people who work with clients and take part in bookings. From this section you:

  • add new employees;
  • connect them to locations and services;
  • assign roles and permissions;
  • decide whether they are visible in the calendar and whether they accept online bookings.

What you see in the list​

In the employees list you see:

  • name and profile;
  • contacts;
  • locations;
  • roles;
  • calendar status;
  • online booking status;
  • active or inactive status.

From here you can:

  • add a "New employee";
  • open "Roles";
  • edit a specific employee;
  • open their work schedule;
  • edit access permissions.

What you configure in the form​

  • first name and last name;
  • title and calendar color;
  • phone and email;
  • services the employee performs;
  • locations where the employee works;
  • roles;
  • inventory locations, if needed;
  • statuses for calendar visibility, online booking, and active access.

Important:

  • at least one location is required;
  • email is not required;
  • if you enter an email, a phone number is also required;
  • when an email is entered, the system creates or links user access and you should then review permissions.

Steps​

  1. Open "Employees".
  2. Click "New employee".
  3. Fill in the core details and contacts.
  4. Connect the employee to the services they perform.
  5. Select at least one location.
  6. Assign roles if needed.
  7. Configure:
    • "Acceptance of appointments"
    • "Online booking"
    • "Active employee"
  8. Click "Save".

Result​

The employee becomes available for services, schedules, and bookings according to the active settings.

If the issue is with the employee​

The most common reason is one of these:

  • "Active employee" is disabled;
  • "Acceptance of appointments" is disabled;
  • the employee is not connected to the correct location or service;
  • if the location uses employee working hours, there is no schedule for the correct month.

Important​

  • "Acceptance of appointments" controls whether the employee appears in the calendar for booking.
  • "Online booking" controls whether the employee can take part in online booking flows.
  • "Active employee" controls whether the employee can work with the system.
  • Access permissions are managed separately from the main form.
  • From the list, you can directly open the "Work Schedule" action for a specific employee.