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- Profile Picture: if you'd like to upload a profile picture of the staff, this can show on the scheduling flow above the staff's name if you include staff in the scheduling flow. Otherwise, it will display in the top right corner whenever the staff logs in.
- Timezone: by default this will get set to the timezone that the overall account is set to. If the staff, however, is taking appointments at locations that are in a different timezone, set it to the timezone for where they'll be taking appointments
- Services & Classes this staff will offer: by default this will select all the services and classes on your account. If the staff only offers a subset of these and not all of them, deselect the ones he/she doesn't offer.
Once you've set the profile picture and timezone, click the Continue button to get to the confirmation page
On the fourth page of the add new staff flow, titled "Confirm New Staff", you'll see a summary of the details you entered for the staff in pages 1-3 and will just need to click "Submit for Approval" if all the details look correct:
Once you click submit, a welcome email will go out to the staff at the email address you entered. That welcome email will contain a temporary password that you'll need to set – we'll cover how to do that in step 4.
Step 4: Set the password for the staff
After clicking "Submit" you will be directed to the profile for the staff that you added. On the profile screen, click the button to "Change Password":
This will bring up a pop up window where you will set up the temporary password for the staff. Set this to an ALL CAPS version of the staff's username (that you set on page one of step 3). In the example here, I'm going to set the password to JANE.DOE
Step 5: Turn on prompt to change password when they login
The last step is making sure to turn on the prompt to change the password when the staff logs in. This is for security purposes.
Once you save the new password in step 4, you'll go back to the staff's profile page. Click the "Edit" button next to their "Overview" section:
Check the checkbox next to "Prompt to change password" and then click "Save":
Now when Jane Doe logs in for the first time, she'll be prompted to update her password to something more secure
At this point, an email will be sent to your account administrator to approve the new staff addition. Once the administrator has time to review it, she will either approve or decline the addition. You will get an email letting you know whether your requested staff addition was approved or declined once that action has been taken.