Staff/Resource Details

Administrator : Staff

Each Staff or Resource that takes appointments must be in the system.

This is an Essentials Check List item.

An Administrator Login is required.

Instructions

The list at the top of the area shows all the Staff and/or Resources that have been entered for your business. As new items are created, they are added to the list. As old items are deleted they are removed from the list.

Add Staff or Resource

Click the Add button below the list of Staff/Resource.

Fill in each field as described below.

Click the Save button at the bottom of the area. If the data is valid, it will be saved, then you will see the new item appear in the list. If the data is invalid an error message will be displayed just above the Save button.

Edit Staff or Resource

Select the item from the list that you want to edit.

Select the Edit button at the bottom of the area.

Fill in each field as described below.

Click the Save button at the bottom of the area. If the data is valid, it will be saved, then you will see the changes reflected in the item in the list. If the data is invalid an error message will be displayed just above the Save button.

Delete Staff or Resource

Select the item from the list that you want to delete.

Select the Delete button just below the list.

You will be asked to verify the operation. If you continue the delete operation you will see the item removed from the list.

Field Settings

Required

Optional

Display Name:	The name that will represent the Staff or Resource in the both the Client Scheduler and the Receptionist Desktop.
First:	The first name of a Staff person. For a Resource please enter some identifier. The First, Last, Email fields together must uniquely identify the Staff/Resource.
Last:	The last name of a Staff person. For a Resource please enter some identifier. The First, Last, Email fields together must uniquely identify the Staff/Resource.
Phone(day):	The phone number to use to contact the responsible Staff person or Resource during the day.
Phone(eve):	The phone number to use to contact the responsible Staff person or Resource during the evening.
Email:	The email address to which notification emails are sent when the Staff person or Resource has an interesting scheduling event; new appointments, appointment change or cancellation. (Email must be configured elsewhere. See Business : Policy/Email)