Adding employees to MyClients! - myclients.cloud Support

Adding employees

Editing an employee

Go to Settings > Employees > Employee Profile from the main menu.

"Profile" tab

Personal information

  • First Name
  • Last Name
  • Position - select a position or create a new one if necessary.
  • Birthday
  • Gender
  • Biography - Tell us about yourself. Your experience, education, and hobbies are great ways to introduce yourself to clients.

Contacts

  • Address- internal information
  • Phone number - necessary for sending messages to the employee
  • Email - necessary for sending messages to the employee

Status

  • Display status in the calendar - if the status is not activated, the employee will not be displayed in the record log.
  • Job Status - select the release action if you want to remove the employee from the list, but at the same time keep all the statistics on him.

If you want to delete an employee and all data about him, click the "Delete" button.

"Working time" tab

  • Work Location
  • Place of work - enter the address of the employee's location
  • Work Hours - Enter the work hours for the days the employee works. This information affects the booking range.

"Media" tab

  • Avatar - Recommended image width/length 150x150px. It is recommended to post high-quality professional photos, they help to attract the client.

"Services" tab

In this tab, you can specify which services the employee provides.

After activating the service for an employee, you can specify for the employee:

  • The price
  • Duration in minutes

If certain fields are not filled in, the information for the employee will be taken from the "Price Settings" service

"Access" tab

In this tab, the settings of the employee's access control and his authorization data are set.

Access level

  • Select from the list

Authorization data

  • Authorization data
  • New password

At the end, be sure to click the "Save" button.

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