Staff member profile reference

Each staff member has a variety of settings that can be set or modified from their profile. Review the tables in this article for information about the settings available on each tab of a staff member’s profile page.

In this article:

General

SettingDescription
First NameThe staff member's first name.
Last NameThe staff member's last name.
Job TitleThe staff member's job title. For example:
  • Owner

  • Fitness specialist

  • Trainer

NoteThe job title is not the same as a staff role, and does not have any effect on the staff member's Wellnessliving account permissions.
GenderThe staff member's gender.
Home PhoneThe staff member's home telephone number.
Cell Phone NumberThe staff member's mobile phone number.
AddressThe staff member's home address.
CityThe city in which the staff member lives.
ZIP / Postal CodeThe staff member's ZIP or postal code.
Email AddressThe staff member's email address.
NoteA confirmation box will appear if the email address entered is associated with an existing client or staff profile in the current business or another business. To associate the staff member’s profile with their existing profile, click YES, THIS IS THE CORRECT USER in the confirmation box.
For example, when creating a new staff profile for a staff member with an existing client profile in the business, this confirmation box will appear. When it’s confirmed it’s the correct user, it will associate their staff profile with their existing client profile.
Active Staff LoginWhen this option is set to ON, an account that the staff member can use to log in to WellnessLiving is created using the staff member's email address.
RoleThe staff member's staff role. This is a very important option as it defines the staff member's permissions within WellnessLiving.
PasswordThe staff member's password for their WellnessLiving account. This field only appears when you are editing an existing staff member's profile. In this case, the password is not directly modifiable. If you click Change, the following two password fields are displayed:
  • New password - Enter a new password for the staff member.

  • Re-enter password - Re-enter the new password. This must match the New password field or the new password will not be set.
Public BiographyThe staff member's biography. This information is displayed publicly wherever the staff member is listed.
Private NotesNotes about the staff member. These notes are not displayed to the public or to the staff member.
Employment Start DateThe day on which the staff member started their employment with your business. The Currently Employed checkbox should be selected if the staff member is currently employed at your business, and cleared if they are not.
Publish on business pageIf this checkbox is selected, the staff member and their information is displayed publicly on your WellnessLiving directory listing.
ConnectionsThe staff member’s connections to their Google account and Google Calendar, where they can synchronize their schedule.
ADD CUSTOM FIELDCustom fields can be added to or removed from staff member profiles to record specific information. The following options are available for each custom field:
  • Field Name - The name of the custom field.

  • Field Type - Determines the type of information recorded for the custom field. Your choices are:

    • Checkbox - A checkbox that can be selected or cleared. The Default Value can be Not Checked or Checked.

    • Dropdown menu - A list of multiple options from which one can be selected. Enter the name of each option next to Menu item. Add more options by clicking the Add button.

    • Radio - A list of multiple options from which one option can be selected. Enter the name of each option next to Menu item. Add more options by clicking the Add button.

    • Text - A box where you can enter text. The Default Value can contain any text you choose. The number of Rows determines the size of the box.

Location

SettingDescription
Select the locations where the staff member worksA list of all the locations set up for your business. Locations where the staff member works are selected. For more information, see Setting a staff member’s locations.
Home locationThe location where the staff member works primarily. When logging in to WellnessLiving, the staff member will be automatically logged in to this location.

Services

SettingDescription
SERVICES PROVIDED BY [STAFF MEMBER]The types of services provided by the staff member. Your choices are Events, Classes, and Appointments.
If you select Appointments, you can determine the SPECIFIC APPOINTMENTS PROVIDED BY [STAFF MEMBER] by selecting the checkboxes next to the Appointments that the staff member should provide. If the staff member should provide all Appointments, select the Select All checkbox.
For more information, see Setting a staff member’s services.

Notifications

SettingDescription
Override notification privilegesWhen selected, this option allows you to modify the staff member’s individual notification settings. For more information, see Overriding a staff member’s notifications.

Pay Rates

SettingDescription
Setting a staff member’s pay ratesPay rates allow you to use WellnessLiving to track how much the staff member earns when they sell items in the store, take part in offering a service, or are simply paid by the hour. For more information, see Setting a staff member’s pay rates.

Working Hours

SettingDescription
Set a staff member's working hoursThe staff member's available or unavailable working hours can be set to determine when the staff member can be booked for services. For more information, see Setting a staff member’s working hours and Setting a staff member’s unavailable or vacation time.

NoteA staff member must be assigned to at least one location before you can set their working hours.
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