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Here's a step-by-step process on how to add your team members to PodiumIO account.
Step 1. Login to your PodiumIO account, and click on either Service Provider Management then "Service Providers" in the left side navigation bar:
OR, Click on Settings and Employees.
Step 2. Click on the "Person+" icon on the top right to add a service provider or employee.
Step 3. Fill in the personal details of your new employee. First, select the employee's role. You need to assign them at least one role, either as an Administrator or as a Service Provider, or, you can assign your new employee as having both roles. (A Service Provider can be an Administrator as well).
You can control the access your employee has to the PodiumIO platform by keeping the following in mind:
An Administrator is able to schedule and dispatch bookings, create new booking pages, see the cost of bookings, and process payments. Select "Yes" to this option if you would like to give these permissions to your new employee, and make them an Administrator.
A Service Provider can only see their upcoming schedule, check in and out through Time Tracking, and see notes provided to service providers in Bookings. They will also be assigned web bookings as determined by your Booking Page Availabilities Settings.
NOTE: If you assign your new employee as a Service Provider, make sure to choose the type of service your employee is dedicated to. You will see multiple options in the dropdown menu. You can choose one or multiple service types.
Step 4. Fill in the Account Information. Enter an Employee Number, so each one of your employees has a unique identifier. If left blank, one will be generated for you. Provide an email address for any communication related to your bookings.
Step 5. Fill in Personal Details such as name, address, and phone number.
Step 6. Choose Communication preferences such as language (English/French) and preferred method, like email, SMS, or mobile push notifications.
NOTE: Service Providers should always have Mobile Push, SMS and Email switched on, and set to "Yes" as they will need these settings enabled to use the Mobile App. Admins may only need the Email setting switched on, at your discretion.
If you choose "Yes" to enable Mobile Push communication and SMS to this employee, you will need to place a cellphone number in the Mobile Phone Number field.
Next, select "Yes" if you would like to inform your employee that their profile is created. Click on "Create Employee."
Step 7. Check all the details, and click on "Save."
Step 8: If you've created an Administrator employee, please adjust their Administrator Access Rights next. Check out this Article for more detailed instructions: Employee Access Rights (Administration Permissions) in PodiumIO
If you need any assistance, feel free to contact us at [email protected].
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