Configure advanced employee settings
Guide to enable secure access and role-based permissions.
Allow managers to mark a person as consultant
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configurations icon.
Search for and expand the Advanced settings setting from the Employee section.
Enable Mark person as consultant.
To search for consultants across your centers, enable Search for consultants across centers.
Click Save.
Impacts and considerations
Zenoti maintains the Consultant type employee profiles for record purposes only. They won’t reflect anywhere in the system other than the employee listing page. The Consultant type employees cannot login into Zenoti like a regular employee. Hence, the reset password and any other functionalities won't be supported.
Assign a supervisor to an employee
At the center level, click the Employee icon and navigate to Employees > Employees.
Search for an employee record using their first name, last name, phone number, email, employee code, tag, username, or nickname.
Click the name of the employee.
On the General tab, in the Job info section, find the Supervising employee setting.
Select the doctor(s) who will be assigned as supervisor(s) to this employee.
Click Save.
Restrict non-supervising employees from viewing guest data
At the organization level, click the Configurations icon.
Search for and expand the Advanced settings setting from the Employee section.
Enable the Allow only supervising employees to view data of their employee's guests setting.
Click Save.
Impacts and considerations
After this setting is enabled, each employee will be linked to specific doctor(s), and they will be the employee's supervisor(s).
Doctors will only be able to view forms of employees who they supervise or who don't have any supervisors.
An employee can have multiple supervisors (doctors) and a supervisor can have multiple employees who report to them.
Enable custom fields
You can use custom fields to provide more information about instructors to have a positive impact on customer engagement and retention. By providing fields to enter data such as an employee's qualifications, experience, and certification, you help the instructors build their brands. After the custom fields are set up, an employee can enter this data under the Catalog tab.
At the organization level, click the Configurations icon.
Search for and expand the Advanced settings setting from the Employee section.
Enable the Enable Custom Fields setting.
Enter the field name and select the field type.
To add more custom fields, click Add another component.
Click Save.