Services

Help with EMPLOYEES

  • Employees are those who perform your service.
  • It is necessary to have at least one employee created for the system to work properly.
  • This option is designed for Golfing Locations that have with several employees to make it easier for them to manage and track their appointments, their availability, and the services they provide.This is only used for Golf Coaching.
  • If you have just one employee and you don’t want it shown on the front pages, don’t worry. When you create only one employee it will be automatically hidden on the front-end pages.
  • You have multiple locations for your customers to choose from.

     

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      • This page will give you an overview of your Employees
      • Filtering is available via the Search Box. This is a useful resource if you have many Employees entered.
      • Filtering is also available via the Services that you have provided.
      • And lastly, you can Search for your Employees via an alphabetical "Ascending Order (A-Z)" or "Descending Order (Z-A)"
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  • Let’s begin creating the first employee.
  • Go to the Employees page, click on the Add Employee button or the “+” button on the bottom right side of the page and the New Employee box will appear.

New Employee Tabs:

  1. Details
  2. Assigned Services
  3. Work Hours
  4. Days off
  5. Special Days
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Employee photo:

  • For every employee you are able to set the photo that will be visible on on the back-end so you or your administration manager and on the front-end of your website so your customers or clients can see them.

First NameLast Name, Email:

  • Are mandatory fields for every Employee.
  • Note: You cannot have two employees with the same email – if you enter the same email a second time, and try to save the employee, you will see a red alert under the email option that informs you about an already existing email.

Location:

  • This option isn’t always visible:
  • If you don’t create a Location, then this option will not appear in any settings on the front-end of your website.
  • If you create just one Location, every employee you create will get this location.
  • If your Employees provide Services at multiple locations, the Location option becomes mandatory and you will have to choose a Location for each Employee.

Bookstream User:

  • This allows you to give your Employee an account that allows entrance to the back-end of your administration, with limited accessibility.
  • By adding this role, you give your Employees an option to see their Bookings on the Bookings Page and Calendarand export the list of their Bookings so they can track it any time.
  • You can select an existing user (that you created on the Users page) or Create New by clicking on the button in this dropdown.
  • If you click to create a new Bookstream user, once you save the employee, a new Employee User with the email you entered above will be created. Then you can go to the Users Page to change the password and other settings regarding this user.

Google Calendar:

  • Where your employees can connect their Google Calendars, so once the Booking is scheduled it will be automatically added to their Calendar.
  • All they need to do is to click on the Button beside the Google Calendar option and they will be redirected to choose their Google Account.

Phone and Note:

  • Are additional settings that are not mandatory, but you can enable if you want additional information. These options will not be visible on the front-end of your website.

  • This is where you can check the Services provided by a current Employee.
  • Each Employee can have more than one Assigned Service and there is no limit on the number of Services that can be assigned, i.e. all services can be checked.
  • Once you Check a Service, the price and capacity inputs become available, allowing you to set a Custom Price and Capacity for the Employee.
  • Please note: If you assigned a Custom Price and Capacity for the employees, please be careful when you are changing this setting in the service. If you change price or capacity for that service you will see a message to choose whether you want to apply this setting only for the service or for the all assigned employees. If you click to change it for all employees you will override your custom employees settings.

  • This is where you set custom Working Hours and Breaks for any Employee if that employee has different working hours and breaks from those you’ve set in the Global Settings.
  • You can choose different Working Hours and Breaks for any day, but if you want to set the same schedule for the entire week, simply set it for Monday and click on the “Apply to All Days” button and the Monday schedule will be copied to the other days.
  • Click on the "+" button and new options will open, choose time in Work Hours option, choose Services that employee will offer in that period of time and then choose a Location.
  • There is an added option for Employees to work on multiple locations so now it is possible to set different locations for different periods in a day or days in a week.
  • In the Employees Details you can still set one default location, so if your employee works on only one location, just set it in the “Details” tab and you don’t have to set it in the work hours for each period since the default location will be automatically added to all periods. However, if you have Multiple Locations for one employee you will be able to choose one location for each time period that you create.

  • As is the case with Working Hours and Breaks, you can set Custom Days off for every employee.
  • Click on the Add Day Off button and you’ll see several new options.
  • Enter a day off Name, a Date or Range Of Dates and check if you want this day off to repeat Yearly.
  • After you click Add Day Off, your Day Off will be saved, and depending on whether it is a repeating one or a one-time day off it will be colored in orange or red on the list.

  • This feature allows you to set one or multiple days in which your Employee will have different Working Hoursand/or provide different Services.
  • Whether you need to set shorter or longer working hours for just one day or a period, or set a different service for one specific day or a whole week, here you can do all of this.
  • Once you set it, it will override Employee’s General Working Hours and Service Schedule but it will not override the days off. Click on the “Add Special Day” button and new options will appear.
  • In Date option choose a date or a range of dates. Then set one (1) or multiple periods of time with working hours, choose one (1) or multiple services for each of them in the Service option, and then select a specific location in Location option.
  • After you configure the Special Schedule, click on the Save Special Day button and this schedule will be applied.
  • If you have services that are only provided from time to time (not on a daily or a weekly basis), this feature is for made you. You can simply delete the working hours and just use the special days, and the calendar on the front-end will show the first available booking slot. This is useful especially for services that happen from time to time. The customers won’t need to search for a date. Instead, the month with the available date will be shown right away.

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