To add Staff who is not a Service Provider:
- Click Setup in the blue banner at the top of your account.
- Click Staff on the left side of the page.
- Choose Non-Service Provider
- Either enter the email address of the staff member if they already have a MassageBook account or choose Add New Staff to enter their name, email, and phone number.
- Click Save.
The staff member will then receive an email with a link to setup their account. They will need to select the link in the email and assign a Password to their account to complete setup.
To change the status of an existing staff member:
- Click Setup in the blue banner at the top of your account.
- Click Staff on the left side of the page.
- Click the name of the staff member you wish to edit.
- Select the option for Non-Service Provider
- Click Save at the bottom of the page.
Staff members can be changed between being a Service Provider or Non-Service Provider at any point.
Non-Service Providers, aka Support Staff, will automatically have different settings applied to their profiles. These are listed below:
- Support Staff will not appear within the schedule when scheduling new appointments or when filtering the schedule by staff.
- Support Staff will not display within the Staff section of your MassageBook website that is visible to clients and they will not appear during online booking.
- Support Staff will not be visible within the MassageBook directory
- Support Staff will not be an option for staff when creating a SOAP Note or when creating a promotion.
- Support Staff will be able to book appointments, check out appointments, view sales information, make changes to business set up and settings, according to Staff Permissions set by the business owner.