🔰 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, and click on "Service Providers" in the left side navigation bar.
Step 2. Click on the "+" icon on the top right to add a service provider.
Step 3. Fill in the details of your service provider. First, select the employee's role. You need to assign him/her at least one role between Administrator or 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 permissions 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.
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. Finally, 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, adjust whatever may be wrong, click on "Save", and done!!!
If you need any assistance, feel free to contact us at [email protected].
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