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