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Getting Started

  • Quick Start Guide
  • How to get booking link
  • How to promote your booking link
  • How to view Report
  • Briefing to staffs

Settings

  • General Setting
  • How to Set Company Details
  • How to Set Company’s Availability
  • How to Change Appearance – Front end color style
  • How to Change Booking Steps – Front End Panel
  • How to Change Labels or Language – Front End Panel
  • How to Create Custom Apppointment Status
  • How to collect additional customer information – custom form
  • Payment Setting
  • How to set email sender name

Locations

  • How to Add New Locations
  • How to Edit Location
  • How to Delete Location

Staffs

  • How to Add New Staff
  • How to Edit Staff Information
  • How to Set Staff’s availability – Weekly Schedule
  • How to Set Staff’s Availability – Special Day
  • How to Set Staff’s availability – Holiday
  • How to connect Google Calendar
  • How to connect to Zoom

Services

  • How to Add New Services
  • How to Edit Services
  • How to Delete Services
  • How to Add Tax
  • How to set recurring appointment

Workflow

  • What is Workflow
  • How to Set Up Workflow
  • [Template] New booking email notification
  • [Template] Booking rescheduled email notification
  • [Template] Booking starts Reminder email notification
  • [Template] Booking ends Reminder email notification
  • [Template] Booking status changed email notification
  • How to delete workflow

Appointments

  • How to View Booked Appointment
  • How to Create New Appointment Booking from backend
  • How to Edit A Booked Appointment
  • How to Reschedule an Appointment
  • How to Create Custom Apppointment Status
  • How to create coupon
  • How to use Payment Module
  • How to cancel appointment

Subscription

  • How to subscript to AutoAppointment Plan
  • How to cancel & refund subscription
  • How to get invoice and receipt
  • How to upgrade subscription plan
  • Home
  • Docs
  • Staffs

How to Add New Staff

You can add staffs where customers can choose in the booking panel. To add new staffs, login to to Dashboard > Staffs > Add Staff

Please take note you need to set all correctly as these data will be used to send automatic workflow emails or appear in front end booking panel and etc.

Full Name #

  1. Staff full name, or the nick name your customers can remember him/her

Profession #

  1. You can put the staff’s role here
  2. Example: Barber, Front Desk, Admin, Consultant, Dentist and etc.

Email #

  1. Your staff’s email.
  2. This email will be the email to receive email notifications too.

Phone #

  1. Your staff’s phone number
  2. Recommended to put a country country in front. starts with +60

Allow to log in #

  1. Your account is Administrator account, and there will be a seperate STAFF account for your staff to see limited item such as their own appointments, their own calenders, they can set their own holiday (OFF day) so customer cannot book them during their offday.
  2. If you want them to set their own time themselve, it’s advisable to let them login
  3. To allow them login, you need to ON this, and set a dummy password like 123456.
  4. Then send the login link https://app.autoappointment.io/sign-in to your staff.
  5. They will be able to login with the email above and password.
  6. If they want change the password, they can press forget password in the link #4 above, then they will receive and email to reset their password.

Image #

  1. Your staff’s face image for customer easier to recognize.
  2. Image size 800×800 in jpeg or png format.

Locations #

  1. Tag which of the location your staff works at.
  2. So customer can book the staff in the front end booking panel at the particular location.
  3. You can tag 1, 2 or all location.
  4. However we recommend only tag 1 location in which the staff will always there.

Services #

  1. Tag which of the services your staff can do
  2. So customer can book the staff in the front end booking panel at the particular services.
  3. You can tag 1, 2 or all services.

Notes #

  1. Write any notes for your own record.
  2. After done all, press SAVE STAFF
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Updated on 09/05/2022
How to Edit Staff Information
Table of Contents
  • Full Name
  • Profession
  • Email
  • Phone
  • Allow to log in
  • Image
  • Locations
  • Services
  • Notes
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