🔰 Click on Guided Product Tour and create a Service Provider on the go!

Here's a step-by-step process on how to add your team members to PodiumIO account.

Step 1. Login to your PodiumIO account, click 'Service Providers' in the left side navigation bar.

Step 2. Click on ' + ' icon on the top right part of your screen to add a service provider

Create a service provider in PodiumIO backend

Step 3. Fill in the details of your service provider

Select the employee's role. You need to assign at least one role between an Administrator or a Service Provider.

(a) An administrator is able to schedule/dispatch, create booking pages, see costing, and process payments. Select "Yes" if you would like to give these rights to your service provider.

(b) 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.

Select the type & role of service provider

Step 4. Fill in the Account Information. Enter an Employee Number, to give a unique identifier to all your employees. If left blank, one will be generated for you. Input the correct email address, for any communication related to your bookings.

Employee/ Service provider number and email

Step 5. Fill in Personal Details like Name, address, phone number.

Personal Information like Name, Address and Phone number of your service provider

Step 6. Choose Communication preferences like the language - English/French, preferred method like email, SMS, mobile push notifications. And finally, select "Yes" if you would like to inform your employee that their profile is created. Click "Create Employee"

Communicate or notify your Service provider via email or sms, enable mobile push notification. Choose to notify once a service provider is created immediately or later

Step 7. Check all the details. Correct if any details seem to be wrong and click "Save" and done!!!

If you need any assistance, please feel free to contact us at [email protected]

Related Resources 👉

Getting Started

How to add a Customer?

Did this answer your question?