Team
Staff, roles & permissions
Team Overview
Adding and Managing Staff Members
- How to Access Team Members
- How to Create a Team Member
- How to Edit a Team Member
- How to Deactivate a Team Member
- How to Set Up Prescription Information for Staff Members
- How to Reactivate a Team Member's Account
- How to Update a Staff Member's Email
- How to Send a Password Reset Email to a Team Member
Staff Permissions
- How to Set Setup Permission for a Staff Member
- How to Set Dashboard Permission for a Staff Member
- How to Set Leads Permission for a Staff Member
- How to Set Analytics Permission for a Staff Member
- How to Set Inventory Permission for a Staff Member
- How to Set Activities Permission for a Staff Member
- How to Set Money Permission for a Staff Member
- How to Control Staff Discount Permissions in POS
- How to Manage iOS Permissions
- How to Set Up Service Permissions
- How to Set Staff Permissions
- How to Generate a Custom Booking Link for Staff
- How to Manage Credit Note Permissions
- How to Assign a Department to a Team Member
- How to Quick Sign Medical Forms
- How to Set Team Permission for a Staff Member
Staff Profiles and Documents
Clinical Credentials
Account Settings
Scheduler
- Scheduler: Introductory guide
- Scheduler: Detailed walkthrough
- How to Create a Shift in the Scheduler
- How to Edit a Shift in the Scheduler
- How to Delete Shifts from the Scheduler
- How to Create a Repeating Shift in the Scheduler
- How to Transfer Appointments Before Deleting a Shift
- Understanding the Difference Between Blue and Yellow Shifts
- How to Add a New Service to a Shift
- How to Clear the Schedule
- How to Create a Shift for a Specific Location
- How to Assign a Default Room to a Shift
- How to Set Up Scheduler Filters
Roles
- Roles
- Role Permission - Dashboard, Calendar, Team, and Leads
- Role Permission - Clients, Analytics, Inventory, Marketing, and Setup
- Activities Permissions
- Calendar Permissions
- Clients Permissions
- Staff Member Permissions
- Marketing Permissions
- Setup Permissions
- Analytics Permissions
- Leads Permissions
- Team Permissions
- Inventory Permissions
- Dashboard Permissions
- How to Create a Role
- How to Edit a Role
- How to Assign a Role
- How to Delete a Role
- How to Enable or Disable the End of Day Report Permission for a Role
- How to Enable or Disable the End of Day Report Permission for a Staff Member
- How to Grant Super Admin Permissions
Commissions
- Commissions
- How to Manage Commission Permissions
- How to Manage Commissions
- How to Create a Commission Sheet
- How to Set Up a Fixed Rate Commission
- How to Set Up a Tiered Commission
- How to Assign Staff Members to Commission Sheets
- How to Adjust Commission Calculation Settings
- How to Edit a Commission Sheet
- How Commissions Are Awarded to Staff
- How to Delete a Commission Sheet
- How to Set Up Custom Commissions
- How to Track Commissions Awarded to Staff
- How to Run the Commissions Activity Report
- How to Edit an Awarded Commission
- How to Manually Add Commission to Staff Members
- How to Set Up a Commission Structure for Services
- How to Set Up a Commission Structure for Products
- How to Set Up a Commission Structure for Packages
- How to Set Up a Commission Structure for Gift Vouchers
- How to Set Up Custom Service Commissions
- How to Set Up Custom Product Commissions
- How to Set Up Custom Package Commissions
Timesheets and Wages
- Timesheets & Wages
- How to Enable the Timesheets and Wages Feature
- How to Use the Time Tracking Feature
- How to Manage Timesheets as an Admin
- How to Submit a Timesheet as an Admin
- How to Edit a Timesheet as an Admin
- How to Set Up Wages
- How to Configure Timesheet Settings
- How to Delete a Timesheet as an Admin
- How to Manually Submit a Timesheet as a Non-Admin
- How to Report on Wages
Teams and Visibility
Leave Management
- Leave Management
- How to Manage Leave Policies
- How to Create a Leave Policy
- How to Edit a Leave Policy
- How to Delete a Leave Policy
- How to Manage the Leave Tracker
- How to Approve a Leave Request
- How to Edit a Leave Request
- How to Request Time Off
- How to Decline a Leave Request
- How to Request Time Off on Behalf of a Team Member