1. Click on your profile picture and click on 'Staff'
It is displayed in an upright corner. It will open a dropdown menu where you can click 'Staff.'
2. Enter the primary details regarding the newly hired employee
Note: it is required to provide a new employee's email as it will be used to send an invitation to join the team.
3. Click on switch
In the Calendar section, turn off the 'Is bookable staff?' switch if the admin won’t provide services to clients.
4. Select permissions
Choose permissions for your new employee when setting up their account, and determine what access and control they will have within the organization's software. You can define employees' actions and what data they can view or modify (e.g., look at the 'Calendar access' panel).
There are already premade permissions by our team, but you can still customize them yourself. In the 'Calendar access' panel, click the checkboxes to define employees' access.
Finish by clicking 'Send invitation'.
5. Invitation email
The new employee will receive an invitation email and must follow the instructions to finish signing up.
6. They can download the 'Appointible for Business' app
Use this link: Download Appointible for Business Mobile App - Appointible
7. Accepting the invitation
If they tap the 'Accept invitation' button on their mobile phone, it automatically takes them to the Appointible's mobile application, where they can create a password for their account and finish setting up.