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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.

 

  1. Select the hamburger icon (☰).

  2. Go to Employees to expand the options.




  3. Select Employees.

  4. Click New Employee.

  5. 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