In a multi-location business, employee profiles can belong to more than one location. Once their profile has been set up at another location, they can start booking new appointments on their new calendar. Remember to update their working hours to prevent their appointments from overlapping with those from other locations.
Prerequisites: This feature requires your business to be set up as a multi-location businesses.
An existing employee is one who already has an Employee Profile at one or more locations of the business.
To add an existing employee profile to a location:
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Go to → → → .
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Select Employees to view the employee list.
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Select the employee's profile.
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In the employee's profile, select the Action
menu, then select Edit Locations.
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At the bottom of the screen, select Add Location. A new entry is created.
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Provide the following information:
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Select Location: Select a business location in the list, then select Apply.
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Employee Type: Select whether the employee will be an Account Admin, Admin with Calendar, or Service Provider.
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Access Level: Select the employee's access level, which determines what screens the employee can view and what information they can modify.
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Start Date: Select the date when the employee starts or started working at this location.
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Select Save.
To add an existing employee profile to a location:
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Go to → → .
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At the end of the row of the employee's profile, select the Action
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At the bottom of the screen, select Add Location. A new entry is created.
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Provide the following information:
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Select Location: Select a business location in the list, then select Apply.
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Employee Type: Select whether the employee will be an Account Admin, Admin with Calendar, or Service Provider.
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Access Level: Select the employee's access level, which determines what screens the employee can view and what information they can modify.
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Start Date: Select the date when the employee starts or started working at this location.
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Select Save.
When adding a new employee profile to a multi-location business, the employee must be assigned to a location to complete the employee's profile.
To add a new employee profile to an existing location:
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Go to → → → .
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Select Add Employee.
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Enter the employee's Basic Information.
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At the bottom of the screen, under the Locations heading, select one or more locations to add the employee to, then select Apply.
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Select one or more locations to add the employee to, then select Apply.
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For each Location, select the employee'se Employee Type, Access Level, and Start Date, then select Confirm to return to the Employee Profiles screen.
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Optionally, select the employee profile's Action
To add a new employee profile to an existing location:
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Go to → → → .
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Select Add Employee.
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Enter the employee's Basic Information.
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At the bottom of the screen, under the Locations heading, select one or more locations to add the employee to, then select Apply.
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Select one or more locations to add the employee to, then select Apply.
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For each Location, select the employee'se Employee Type, Access Level, and Start Date, then select Confirm to return to the Employee Profiles screen.
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Optionally, at the end of the row of the employee's profile, select the Action
Once an employee has been assigned to a location, their profile can be moved to another location.
After an employee is removed from a location, you may be prompted whether to reduce the number of licenses by one.
Changing an employee's current location requires removing the employee's location and then adding another one.
To change an employee's current location to another:
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Go to → → → .
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Select Employees to view the employee list.
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Select the employee's profile.
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In the employee's profile, select the Action
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Beside the location to be removed, select the Remove
icon.
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If the employee has a calendar, a popup will prompt you to select what to do with their calendar:
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Re-Assign Calendar: Move all of the employee's future appointments to another employee who does not have a calendar.
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Delete Calendar: Remove the employee from the selected location and also delete the employee's future appointments.
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At the bottom of the screen, select Add Location. A new entry is created.
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Provide the following information:
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Select Location: Select a business location in the list, then select Apply.
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Employee Type: Select whether the employee will be an Account Admin, Admin with Calendar, or Service Provider.
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Access Level: Select the employee's access level, which determines what screens the employee can view and what information they can modify.
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Start Date: Select the date when the employee starts or started working at this location.
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Select Save.
To add an existing employee profile to a location:
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Go to → → .
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At the end of the row of the employee's profile, select the Action
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In the row of the location to change, select a new Location in the list, then select the new Employee Type, Access Level, and Start Date.
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If the employee has a calendar, a popup will prompt you to select what to do with their calendar:
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Re-Assign Calendar: Move all of the employee's future appointments to another employee who does not have a calendar.
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Delete Calendar: Remove the employee from the selected location and also delete the employee's future appointments.
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Select Save.
When removing an employee from a location, you have the option of reassigning the employee's future appointments on their calendar to another employee or deleting them.
After an employee is removed from a location, you may be prompted whether to reduce the number of licenses by one.
To remove an employee from a location:
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Go to → → → .
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Select Employees to view the employee list.
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Select the employee's profile.
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In the employee's profile, select the Action
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Beside the location to be removed, select the Remove
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If the employee has a calendar, a popup will prompt you to select what to do with their calendar:
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Re-Assign Calendar: Move all of the employee's future appointments to another employee who does not have a calendar.
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Delete Calendar: Remove the employee from the selected location and also delete the employee's future appointments.
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Select Save.
To remove an employee from a location:
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Go to → → .
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At the end of the row of the employee's profile, select the Action
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At the end of the row of the location to remove, select the Delete
button.
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If the employee has a calendar, a popup will prompt you to select what to do with their calendar:
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Re-Assign Calendar: Move all of the employee's future appointments to another employee who does not have a calendar.
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Delete Calendar: Remove the employee from the selected location and also delete the employee's future appointments.
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Select Save.
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