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Staff & Duty Roster
Add professionals, assign permissions, and manage schedules and payroll settings.
Overview
Adding a Professional
Set Permission
What Happens on Saving?
Payroll Settings
Professional Payroll Management
Timesheet Management
Importing Professionals
Managing Duty Roster
Adding a Professional
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Step 1: Add Profile
Upload a profile image (optional).
Enter the team member's name and title.
Enter their phone number.
Enter their email address (required if the professional will manage their own bookings).
Select whether they are available for online bookings.
Click "Save & Next".
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Step 2: Assign Services
Assign services to the team member by selecting the relevant checkboxes.
(If services have not been added yet, you can assign them later.)
Click "Save & Next".
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Step 3: Set Duty Roster
Select the start date and end date.
Choose the weekly off day.
Set the working hours for each day.
Click "Save & Next"
Adding a Professional
Set Permission
First, add the professional's email ID to share separate login details.
Permission statuses include:
No Access
Pending
Access Granted
These statuses help identify which professionals have access.
Customize Permissions
Allows you to assign permissions by section and functionality that the professional can access and manage.
Set Permission
What Happens on Saving?
If the Professional Exceeds the Plan Limit:
If adding a new professional exceeds the allowed limit for the business plan, their details will be saved, but they will remain inactive.
Inactive professionals cannot:
Be booked for walk-in or online appointments.
Be assigned to sales or quick sales.
Have their account activated.
To activate the professional, the business must upgrade to a plan that supports additional professionals.
Professional Access & Permissions:
If an email was provided, an account activation email is sent.
The owner can modify permissions anytime. (Changes take effect once the professional logs out and logs back in.)
To immediately revoke access, the owner can remove the professional's email and save the changes.
Payroll Settings
Commission & hourly rates can be set in the Payroll Section (only available when editing a professional, not during the initial setup).
Professional Payroll Management
Set Hourly Rate:
To establish hourly compensation for a professional:
Go to the Professional Listing Page and select the team member.
Navigate to the Professional Payroll section.
Enter the hourly rate.
When the start and end times are recorded in the timesheet, the payouts can be reviewed in the Team Member Payout Report under the Reports section.
Set Commission:
Commission-based pay can be set for services, product sales, and voucher sales.
Steps to Set Commission:
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Note: The commission cycle takes effect from the chosen effective date. It is recommended to create a new commission cycle rather than modifying an existing one, as edits may impact past commissions.
Professional Payroll Management
Timesheet Management
The timesheet helps business owners track start and end times for professionals daily.
This data is used to calculate total pay based on hours worked.
Payout details are available in the Team Member Payout Report under Reports.
To make changes, visit the Timesheet Page, select the date, and adjust start/end times for a professional.
Timesheet Management
Importing Professionals
You can import professionals into the system by:
Going to the Professional Listing Page.
Clicking "Import Team".
Importing Professionals
Managing Duty Roster
Navigate to the Team Listing Page.
Click "Duty Roster" (top-right corner).
Select a professional and update their duty roster.
Managing Duty Roster