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:
|First Name||The staff member’s first name.|
|Last Name||The staff member’s last name.|
|The 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.
|Allow staff member to sign in||When this option is set to ON, an account that the staff member can use to sign in to WellnessLiving is created using the staff member’s email address. The Password field also appears.|
|Password||The password the staff member can use with their email address to sign in to WellnessLiving. If your staff members have the appropriate permissions enabled, they can click RESET PASSWORD to send an email to the staff member to reset their password. For more information, see Resetting a password.|
|Role||The staff member’s staff role. This is a very important option as it defines the staff member’s permissions within WellnessLiving.|
|Job title||The staff member’s job title. For example:|
NoteThe job title isn’t the same as a staff role and doesn’t have any effect on the staff member’s Wellnessliving account permissions.
|Gender||The staff member’s gender. Contact WellnessLiving to make a gender-neutral option available for your staff members and clients.|
|Locations||A 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 location||The location where the staff member works primarily. When logging in to WellnessLiving, the staff member will be automatically logged in to this location.|
|Cell phone||The staff member’s mobile phone number.|
|Home phone||The staff member’s home telephone number.|
|Address||The staff member’s home address.|
|City||The city in which the staff member lives.|
|ZIP / Postal Code||The staff member’s ZIP or postal code.|
|Biography||The staff member’s biography. This information is displayed publicly wherever the staff member is listed.|
|Employment Start Date||The day on which the staff member started their employment with your business. The Currently employed option should be set to ON if the staff member is currently employed at your business.|
|Display on directory||If this option is set to ON, the staff member and their information is displayed publicly on your WellnessLiving Explorer listing.|
|Add custom field||Custom fields can be added to or removed from staff member profiles to record specific information. Custom fields can’t be viewed by staff members unless the staff role to which they’re assigned has the Manage staff profiles option enabled. The following options are available for each custom field:|
|SERVICES||The types of services provided by the staff member. Your choices are Classes, Events, and Appointments.|
If you set Appointments to ON, under Appointment types, select the checkbox next to each type of appointment provided by this staff member. If the staff member provides all appointments, select the Select All checkbox. For more information, see Setting a staff member’s services.
|Set a staff member’s working hours||The 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 Managing a staff member’s working hours.|
NoteA staff member must be assigned to at least one location before you can set their working hours.
|PAY RATES||Pay 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.|
|Override default notification settings||When selected, this option allows you to modify the staff member’s individual notification settings. For more information, see Overriding a staff member’s notifications.|
|Display the client’s address on the synced event||When enabled, this option displays the client’s address on your Google calendar event.|
NoteYou must have your Google calendar connected to your WellnessLiving account. For more information, see Connecting a staff member’s Google calendar.