As part of entering general information for new employees, you need to enter employee preferences in the employee profile.

Follow these guidelines to enter preferences
:

  • Culture: Select the culture preferences of the employee from the drop-down list. The region you select, impacts the way the dates appear on the Appointment Book.
    Example: Suppose, the date is 22 November 2016, and you select:
    - English - United States, the date appears as 11-22-2016 (mm-dd-yyyy format)
    - Spanish - Argentina, the date appears as 22-11-2016 (dd-mm-yyyy format)
    - Chinese - China, the date appears as 2016-11-22 (yyyy-mm-dd format) 
  • Search Tag: Enter any keywords or tags for this employee.
    Example
    : senior, junior, massage, facial, manicure, pedicure, stylist, dietician. These tags are useful when the front office searches for employees. 
  • Receive Marketing Emails: If this option is selected, employees receive marketing emails.
  • Receive Transactional Emails: If this option is selected, employees receive transactional emails such as information related to appointments that the employee needs to keep. 
  • Receive Marketing Text Messages (SMS): Select this option if you want the employee to get marketing-related text messages (SMS). 
  • Receive Transactional Messages (SMS): Select this option if you want the employee to get transactional text messages (SMS). 
  • Receive Daily Reports: Select this option if the employee is a manager and should receive Daily Reports. 
  • Receive Register Closure Report: Select this option if the employee is a manager or supervisor and should receive the Register Closure Report.  
  • Waive biometric Check In: If your organization uses biometric devices that use fingerprints, facial images, iris prints, or voice recognition to authenticate and check-in employees, select this checkbox to waive such check-ins. Example: An employee may have suffered an injury on her fingers (fingerprinting becoming difficult) or may suffer from an eye infection (making iris printing difficult or uneasy), in such cases, the employee's biometric check-in may be waived. 
  • Access Manager Mobile Application: Select this checkbox if you want the employee to access the Manager mobile app.
    Note
    : Employees use the same credentials (username and password as defined under Login Info section) to log into the Manager mobile app. In fact, if employees have access to the customer mobile app, they can log in using the same credentials. 
  • Access Employee Mobile Application: Select this checkbox if you want the employee to access the Employee mobile app.
    Note
    : Employees use the same credentials (username and password as defined under Login Info section) to log into the Employee mobile app. In fact, if the employees have access to the customer mobile app, they can log in using the same credentials. 
  • Access Code: Enter an Access Code if you want to lock the Employee and Manager apps automatically after a guest submits the feedback form. This way, guests do not gain access to other screens in the apps. Employees must unlock the apps using the Access Code to continue to use.
  • Keyword: Enter any relevant keywords for the employee. Example: Stylist, Massage specialist, Senior therapist. 
  • Allow Access to Analytics: Select this checkbox if you want the employee to have access to the Analytics module. Usually, you would give this access to managers and owners. 
  • Allow API Access: Select this checkbox if you want the employee to have API Access. 
  • Allow Offline Access: Select this checkbox if you want the employee to have Offline Access to the application. 
  • Allow Prescription Signing: Select this checkbox if the employee is someone with medical knowledge and can sign prescriptions. 
  • Additional Field 1: Use this field for any additional information you want to record for the employee. 
  • Additional Field 2: Use this field for any additional information you want to record for the employee. 
  • Send confirmation email/text to guests for appointments scheduled for this employee: Select this checkbox if you want to send confirmation emails and texts to guests for appointments scheduled for them under this employee's name.  

See Also:

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