Managing staff titles efficiently is crucial for organizing your team and setting appropriate service pricing and durations. MyTime allows you to handle all staff titles in one centralized location. Adding and managing these titles is the first step toward configuring service details tailored to each role.
Things to know:
- Titles are currently set at the employee level and are specific to each company
- Titles can be created at the parent level, making them accessible for viewing and use at the child level
Creating Staff Titles:
To create titles for staff members:
- Navigate to Business Setup > Staff & Availability
- Select the "Manage Titles "button at the bottom of the page
- The "Manage Titles" modal will open, allowing you to add as many employee titles as you wish
- To add a new title, click on the "+Add New Title" hyperlink
- A field will appear for you to enter the title
- Once you have entered the title, click "Save"
- Once saved, the title will be visible in the "Manage Titles" list as a title you can use for a staff member. You can also edit or delete it.
- When selecting a title for a staff member, the title dropdown menu will display all the titles you have added to the account, and you can select the appropriate title for the staff member.
Editing Staff Titles
To modify staff titles:
- Navigate to Business Setup > Staff & Availability
- Select the "Manage Titles" button at the bottom of the page
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The "Manage Titles" modal will open. Locate the title you want to edit
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Click "Edit"
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The option to edit the title will now be available
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Once you have made the necessary changes, click "Save"
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The "Manage Titles" list will now display the updated title
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When selecting a title for a staff member, the title dropdown menu will display the updated title.
Deleting Staff Title
To delete staff titles:
- Navigate to Business Setup > Staff & Availability
- Select the "Manage Titles "button at the bottom of the page
- The "Manage Titles" modal will open. Locate the title you want to delete
- Click "Delete"
- A pop-up will appear asking you to confirm the deletion of the title
- Type "delete" to confirm, then click the "Delete" button
- After clicking the "Delete" button, the title will be removed from the "Manage Titles" list
- When selecting a title for a staff member, the deleted title will no longer be visible in the title dropdown menu.
For more information, contact us at support@mytime.com or (385) 233-6964.