This guide will go over the Staff page. You need to be logged in as the business owner to access this page. If you need assistance logging into the business account please email support@yocale.com or call 1 855 996 2253 extension #1 for support.

A short video on staff Management

Login as the business owner and click on the left side bar menu. (If you can't see the menu click on this button to open).
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After opening the menu, click on "Staff" then "Staff List". You should be taken to the page in the screenshot below.

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On the top right corner you will have access to the following buttons:
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Category Manager - add/edit different categories of staff.
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Add New Staff - Begin adding new staff

Adding staff has never been easier. Its broken down into a 3 step process - staff details, locations and services. Keep in mind that we call this a entire feature "Staff List" but you are able to add as rooms (Medical/Regular Spa, Tanning Salons, Auto/Detailing Industry) or equipment (Naturopaths) as staff members. Keep in mind all of these fields can be edited at a later time and nothing is locked in permanently.

Begin by adding an optional photo of the staff member. Keep in mind that if you are adding something else like a room or equipment, you can add a photo of that as well.
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The first name and last name can be something like "Staff Member". This is a required for both fields.

Login email - Required Field. Must be unique.
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Access Level - see more details below.

"Make this staff bookable" - Can be enabled/disabled depending on whether or not they are taking appointments. When staff members are not bookable, they can't be associated with services or locations, which means they can't receive any appointments at all.

Registration Number - Will be added onto invoices for insurance purposes. For example RMT Registration numbers.

Press on the blue "Compare access levels" link to open up the window below.

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Setting the level will allow users to gain access to that specific page.

Business Owner - Business owner always has all access by default and this cannot be changed.

Staff Basic - Has access to areas of the application that don't involve in major account settings or sensitive data.

Staff Pro - Has access to all areas of the application for themselves including settings, profile, booking related tasks.

Booking Manager - Their primary role is to manage staff booking-related tasks, such as editing profiles, managing associations, creating bookings, adding and editing clients, and creating schedules.

Note: all access levels can receive appointments if they are marked as bookable (with the bookable switch turned on).

Select one or all locations where this staff member will be working at.

Select all or individual services that this staff member will offer for both online and calendar bookings. Keep in mind that you can change this at any time after so don't worry about not selecting all the services.

Edit/Delete Staff Member
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Click the pencil button under "Actions" on the right hand side on any staff member that you wish to edit. Click the garbage can button under "Actions" to delete the staff member.
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Click the Pencil button to continue onto Edit Staff Member.

This is the same Staff Details tab from Add New Staff button. The features are the same.

Notifications Setting
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Staff Member Setting: Only affects Staff Member setting and not other Staff Member settings.

Client Notifications Setting: Only affects the clients of this staff member and no one else.
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In this setting, the client will receive an email reminder 24 Hrs (default) before the appointment. The Business owner/ bookable staff will be able to change this setting.

In this setting, the client will receive an SMS reminder 24 Hrs (default) before the appointment. Business owner/ bookable staff will be able to change this setting.

The business owner/ bookable staff should be able to add a custom message to the client’s appointment confirmation and appointment reminder email. If the business sets a note for client appointments as well in business settings, the client will see both business and staff notes on the email template.

When this feature is enabled, user will receive review email when the status of the appointment is done

Online Settings

Control the clients who can access your booking widget by either adding emails or importing a file.

​Locations

Associate the staff to the locations where they provide services.

​Services

Associate the staff to the services that they provide.

​Schedule

You can easily access to the schedule of your staff in the menu.

Please see this article for schedule assistance

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