Adding or modifying a staff member

You can add a new staff member to your business to give them access to the various business functions in WellnessLiving. After you configure the member’s general information, such as their name, contact information, and password, you can proceed to configure all the other aspects of the staff member’s profile, such as their default location, available services, working hours, and pay rates.

You can modify a staff member’s profile at any time to reflect changes in your organization. For example, if a staff member receives a promotion, you can modify their job title and pay rates. After a staff member has been added to WellnessLiving, they can sign in to their account.

When adding or modifying a staff member, keep the following information in mind:

  • Adding a new staff member will automatically generate an associated client profile for the staff member. To learn how to switch from a staff profile to a staff member’s client profile, see Opening a staff member’s client profile.
  • If a staff member has more than one client profile within your business that is not merged with their staff profile, you can merge the staff member’s information under one profile. For more information, see Merging two client profiles.
  • Any changes made to a staff member’s profile may take up to five minutes to apply across the WellnessLiving system.

In this article:

    To add a staff member:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Staff.
    4. On the Staff menu, click Staff Members.
    5. On the Staff Members page, click ADD STAFF.
    6. Set up the staff member’s profile by filling out the required fields that are indicated by the red asterisks. For more information, see Staff member profile reference.
      • If the new staff member already has an existing client profile in WellnessLiving, a confirmation pop-up will automatically appear once you enter their email address. Select YES, THIS IS CORRECT USER once you have verified the client details.
    7. Click SAVE.

    To modify a staff member:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Staff.
    4. On the Staff menu, click Staff Members.
    5. On the Staff Members page, click the staff member you want to modify in the list. You may have to browse the list, use the Search option, or filter the list to find the staff member.
    6. Modify the staff member’s profile. For more information, see the Staff member profile reference.
    7. Click SAVE.
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