🔰 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.

Create a service provider in PodiumIO backend

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.

Select the type & role of service provider

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.

Employee/ Service provider number and email

Step 5. Fill in Personal Details such as name, address, and phone number.

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

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."

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, adjust whatever may be wrong, click on "Save", and done!!!

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

Related Resources 👉

Getting Started

How to add a Customer?

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