How do I add staff members?
Adding staff members allows you to assign services to the right employees, and create a service list that is simple for your clients, and staff to navigate when booking and scheduling appointments.
he easiest way to add new staff is to invite them to set up their accounts via email.
1. Go to your Staff page
2. Click on the Add Stuff Member button
3. After adding staff click on their profile to finish the sett up
4. Fill out staff email, add photo, add to calendar and online booking
5. Add commission rates to allow Zolmi calculate your payroll for you
6. Choose the permission level you’d like to assign to the staff member from the drop-down.
Once you’ve added all information, click Save to invite them to join. We’ll send them an email with a link to set up their account. The link will expire after 7 days.
NOTE: Only staff members with a high permission level can add, edit, or delete other staff members from your account.
PRO TIP: You only need to include their email address if you'd like them to receive Notifications and/or have individual login access.
NOTE: You can add a new team member using their first name only, but you need to adjust the default permission level from Basic to No Access at the bottom of the page. To update their profile at a later date, go to Team members and click on the name of the team member you’re making changes to.
PRO TIP: To rearrange the order of your staff as they appear on your calendar and online bookings, click the settings icon in your calendar and click and drag the staff member's name to the desired position.
Non-service providers (admins and receptionists)
If your staff member is not a service provider, but an admin or a receptionist, you can remove them from being bookable on the calendar.
When adding a non-service provider, follow the same steps outlined above but make sure you disable the toggle Add to calendar.
NOTE: Extra information can be added to your team member details within the Notes. This information is optional and for internal use only.