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Creating Employees

Learn how to add new employees to your team, including their basic contact information and profile setup.

Overview​

Creating an employee profile is the first step in managing your team. You'll provide basic information like name, contact details, role, and photo. Once you save the employee, you can configure additional settings like locations, products they can perform, working schedules, and more.

Step-by-Step Guide​

Step 1: Access the Employees Page​

  1. Navigate to the Employees section in your main menu
  2. Click the "New Employee" button in the top right corner

Step 2: Fill in Contact Information​

On the Contact Information tab, you'll see the following fields:

Firstname​

  • Required: Yes
  • Enter the employee's first name
  • This is used for identification and display

Lastname​

  • Required: No
  • Enter the employee's last name
  • Used together with firstname to create the full name

Display Name​

  • Required: No
  • Enter how you want the employee's name to appear throughout the system
  • If left blank, the display name will be created automatically from firstname and lastname
  • Tip: Use this for nicknames or preferred names (e.g., "Mike" instead of "Michael")

Role​

  • Required: No
  • Enter the employee's job title or role
  • Examples: "Team member", "Hairdresser", "Manager", "Stylist", "Therapist"
  • This helps identify what the employee does

Phone​

  • Required: No
  • Enter the employee's phone number
  • Used for contact purposes

Email​

  • Required: No
  • Enter the employee's email address
  • Used for communication and notifications
  • Required: No
  • Facebook: Enter the full Facebook profile URL (must start with https://)
  • Instagram: Enter the full Instagram profile URL (must start with https://)
  • Twitter/X: Enter the full Twitter/X profile URL (must start with https://)
  • Tip: These links can be displayed on your website if you enable "Display on Website" in settings

Employee Photo​

  • Required: No
  • Click on the circular image area to upload an employee photo
  • You can drag and drop an image or click to browse
  • Supported formats: JPEG, JPG, PNG, WebP
  • If you don't upload an image, a default user icon will be shown
  • Tip: Use a professional headshot for best results

Step 3: Save Your Employee​

Click Save to create the employee profile. After saving:

  • The employee will be created and assigned an ID
  • Additional tabs will become available:
    • About Me - Add a bio or description
    • Contracts - Set up working schedules
    • Settings - Configure locations, products, and display options

Next Steps​

After creating an employee, you'll want to:

  1. Add About Me - Write a bio or description that can be displayed on your website. See Employee Contact Information for details.
  2. Set Up Contracts - Create working schedules for different locations. See Employee Contracts for details.
  3. Configure Settings - Set up locations, products they can perform, and display options. See Employee Settings for details.

Tips and Best Practices​

Employee Names​

  • Use consistent naming conventions across all employees
  • Display names should be customer-friendly
  • Include full names in firstname/lastname for records

Contact Information​

  • Always include email for important communications
  • Phone numbers help with scheduling and urgent matters
  • Social media links are optional but useful for website display

Employee Photos​

  • Use high-quality, professional photos
  • Square images work best for the circular display
  • Keep file sizes reasonable for faster loading
  • Update photos regularly to keep them current

Roles​

  • Use clear, descriptive role names
  • Be consistent with role naming across your team
  • Roles help customers understand who they're booking with