Add your team

Clients book with a person, so every stylist or technician needs to be in FocalPOS. If you take clients yourself, add yourself too.

1. 1हरेक स्टाफलाई रोल चाहिन्छ। Manage Roles खोलेर एउटा थप्नुहोस्, जस्तै Nail Tech।0:00
2. 2अब Add Employee थिच्नुहोस्।0:08
3. 3नाम र ६ अङ्कको कोड लेख्नुहोस्। हाजिरी गर्न यही कोड चाहिन्छ।0:11
4. 4स्टाफ एप चलाउन उनको इमेल थप्नुहोस्। पासवर्ड चाहिँदैन।0:16
5. 5उनको रोल छान्नुहोस्, अनि Create Employee थिच्नुहोस्।0:21

1. Make your roles

A role is just a label, like Nail Tech, Stylist or Front Desk. Every employee needs at least one.

Go to Employees → List, press Manage Roles, then Add New Role. Type the name and press Create.

2. Add an employee

Add an employee

1. Basic Info: Employee Name and a 6-digit Employee Code. They use the code to clock in and out, so every person needs a different one.

2. Add their Email if they’ll use the employee app. It’s optional, but it’s how they sign in. No password needed. See Employee app.

3. Assign Roles: pick at least one, then press Create Employee. The button stays grey until a role is picked.

3. Choose what each person does

Everyone can do every service to start with, so this part is optional. Use it when someone doesn’t do certain services, or to set a personal price or commission:

1. On the Employees list, open the More menu next to the person and choose Service Filters.
2. Switch Can Perform off for services they don’t do.
3. To change their price, time or commission for a service, edit that row: Price Override, Duration Override (min), Enable Commission.

Create Employee does nothing?

The Employee Code is probably already used by someone else. Pick a different 6 digits.

Employees vs. Members

Employees are the people clients book. To let a manager or receptionist into this dashboard, invite them as a Member instead.