Once you’ve created your first cloud software account, you can log in to your account and add employees to your business.

Go to Employees

Select the + in the bottom right corner

Enter the employee’s information and press Next

Selecting Yes for the Create Cloud Account option will and add your new employee to the software. This will also allow them to login to the software from the website or a mobile app.

Check the boxes for Email Address and Text Message in the Appt. Notifications sections to allow the employee to receive notifications about their appointments.

If the employee is an independent contractor, select Yes in the Booth Renter section. You will be able to enter the person’s own merchant account information here if they use the integrated credit card processing.

You can then set service limitations for these employees if you like. To do so, select Yes in the Service Limitations section. You can then check the box for which services the employee can perform. Press Save when you are done.

Choose an access level for this employee. You can set what is allowed for each access level from the settings tab of the employees screen.

The employee will now get an e-mail to that address asking them to complete the setup, including a link to click to create their account password. Once they complete their password set up, their account will be activated and added to the business’ billing account.

Log out and back into the software in order to see the new employee on the Appointment Book.