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Set fixed times when Staff Members are available
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There were 13 articles found in this category:

  1. question
    Staff Members Tab
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The Staff Members section is used to add, update, and delete administrative users, as well as designate what types of appointments can be scheduled, and when they can be scheduled. Each user can be assigned different schedules a ...
  2. question
    Staff Members Field Definitions
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple The following fields will be seen when adding and updating Staff Member profiles in AppointmentPlus: General Information First Name The First name is an "internal" field, meaning it can only be seen by administrative users. ...
  3. question
    Can staff members be assigned to more than one location?
    PRICING TIER: Silver & Gold APPOINTMENT VERSION: Single & Multiple Assigning staff members to multiple locations is called staff sharing. Before enabling staff sharing, make sure you have only 1 staff member profile for each staff member between all of the locations. To set up staf ...
  4. question
    How to Enable Staff Member Filters
    PRICING TIER: Silver and Gold APPOINTMENT VERSION: Single & Multiple Staff Filters allow you to quickly narrow your search for the appropriate staff member on the administrative side of the system as well as the customer view. Turning on Staff Filters requires a few steps of setup. ...
  5. question
    How do I make appointments for staff members on days they don't normally work?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple On the appointment grid, days and times that staff members aren’t available display in a dark gray color. When the system is set to allow scheduling outside normal availability, each of those gray slots will show a black ...
  6. question
    What is the difference between an Active and an Inactive status?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple If a staff member is "inactive", they will not display as being available for appointments on the appointments page in admin and on the client view. They will still be able to log into admin, though. An "active" staff member will ...
  7. question
    How do I set up schedule exceptions?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To set up one day with different available hours, you can set up a Schedule Exception by doing the following: CLICK: Staff Members tab > Staff Member name > Schedule Exceptions Select the Date, Start Time, and End Time for ...
  8. question
    How do I add a new staff member?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To add a new staff member, follow these steps: CLICK: Staff Members Tab > Add New Staff Member For a detailed explanation of the staff member fields, please see the related article link below.
  9. question
    How do I create a weekly recurring schedule?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple A weekly recurring schedule can be created when adding new users in the Staff Members section AppointmentPlus. The schedule can be modified at any time by selecting an existing profile from the list of Staff Members, then selecti ...
  10. question
    Staff Member Types Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Staff Member Types allows you to group your staff members. With these groups, you can display a group of schedules on the appointment grid or run a report based on a staff member type group. By default, Staff and Manager are se ...
  11. question
    Access Types Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Access Types are the levels of system access assigned to each user who can log in to the system. When a user logs into the system with their login and password, the selected access type will define what account features they can ...
  12. question
    What are the password requirements for staff members?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple By default, staff members can use any combination of letters, numbers, and symbols when creating a password. Although there are no password requirements enabled after signing up for Appointment-Plus, there are two settings avaial ...
  13. question
    How do I change the term used for staff members?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple CLICK: Settings Tab > Terms > Preference #2 refers to the Staff Members in your account Change the term in the singular and plural form, then update the page. This will change that term wherever it appears in your account. ...