How to Create a new Employee in Cloud
This guide explains how to set up and manage employee profiles in your system, including editing existing profiles, creating new ones, and customizing appointment settings.
- Select the hamburger icon (☰).
- Go to Employees to expand the options.
- Select Employees.
- Click New Employee.
- Enter the employee details.
6. Under Takes Appointment Book, set the toggle for Send SMS Confirmations to Clients:
Yes – if the employee is taking appointments (so clients receive SMS confirmations).
No – if the employee is a Reception-only role and does not take appointments.
7. Under Show in Appointment Book, set the toggle:
Yes – to display an appointment column for the employee.
No – if the employee only has reception duties and does not require an appointment column.
8. Select Done to save.
9. Drag to set appointment book order for current employee