How to Manage Service Staff

When managing your services, several key components are necessary to ensure customer satisfaction. One of them, arguably the most important, is the team members who provide those services. So, having an easy, efficient, and connected way to manage them is imperative, and the Staff Tab is here to help you with it. You can access it by navigating to the Services tab within your calendar settings.

The information will be organized as:

1. Staff Name: This will show the user's name and icon.
2. Email Address: Containing the email address connected to the user.
3. Phone Number: If the user has added a phone number, it will be listed here.
4. Type: Containing the user access level, for example, account user or admin.
5. Edit: Use this button to edit the service details of the user.
6. Share: Use this option to quickly access the calendar link for the user.

The fields you have to fill out are:

1. Profile Picture: Upload an image to represent staff on scheduling pages.
2. First & Last Name: Shown internally and on the booking interface.
3. Email: Must be unique; used for login and notifications.
4. Phone Number: This is optional and will be used for verification codes and notifications.
5. Timezone: Determines the timezone the staff member works in.
6. Custom URL: Generate a unique booking link for the staff member.
7. Default Availability: Default availability is the baseline schedule applied to a staff member whenever they are added to a service.
8. When creating a staff member, you can click advanced options to automatically save the user and open the management module.

In the Basic Details section, you can modify the user's information, which consists of:

1. User icon: This image represents the selected user; if left blank, it will automatically be a colored circle with the user's initials.
2. Name: Consisting of the first and last name entered for the user, it will be used to identify them and automatically include their information when custom values are used.
3. Email: This is the email the user enters when logging in to the CRM.
4. Phone Number: If the user
5. Timezone: This is the timezone the team member is in; it will not affect the general or calendar settings.
6. Custom URL: This is a unique link where customers can book this specific user's services.
7. Default Availability: This defines which days the user is available for booking and contacting.

1. Using the Appointment limit total to set a daily, monthly, or weekly max.
2. Managing the services in which the customer is listed as a provider.

Managing your staff directly inside the CRM ensures everything stays properly connected and synchronized. Thus, providing you with an easy way to manage your team's schedule, manage notifications, and automate customer care.