Welcome to the Help Center

Staff Settings

In this article, we will define each option under the Staff section on the Settings page.

Settings Descriptions

Do you have staff members (besides yourself)?

unnamed_-_2021-11-03T174436.644.png

For the staff setting, you can select whether you work alone or you have staff members. If you do have staff members, you can indicate whether you want your customers to be able to select the staff member they want to perform the service or the system will auto-assign available staff round robin. 

Can customers book a specific staff member?

unnamed_-_2021-11-03T174541.348.png

If enabled, when booking online your customers will be able to select the staff member they want to perform the service. 

If disabled, when booking online the system will auto-assign an available staff using round-robin. Learn more about the round-robin system here

Require customers to select a specific staff member?

unnamed_-_2021-11-03T174632.264.png

If enabled, when booking online your customers will be required to select the staff member they want to perform the service. 

If disabled, when booking online your customers can choose to select the staff member they want to perform the service. If no staff is selected the system will auto-assign an available staff using round-robin. 

Do prices vary by staff member?

unnamed_-_2021-11-03T174749.182.png

For accounts on global DB, this setting is controlled at the parent level. 

Prices are the same for all locations and staff members -  When the service price is the same for all locations and staff members, changing the price on one location will update it for all locations. Staff titles are ignored when the price setting is set to be the same for all locations and staff members. Learn more here.

Prices are set by location or staff member - When service price varies by employee, you will be able to set different durations for each staff member. Even if an employee works at multiple locations a price will have to be set for each location. Learn more here

Prices are set by title per location or location group - When service price varies per title per location or location group, you can set a price for each staff title or location group. For example, a senior member may charge a higher price for a service. Learn more here.

Prices are the same for all locations and staff members in a location group - Service pricing can be set by location group without having to use staff titles. You can select a location group, click on a service, and set pricing for all locations in the location group without worrying about their multiple titles. When you add a location to a location group, the employees' prices will be set to the location group's value. Learn more here.

Do service durations vary by staff member?

unnamed_-_2021-11-03T174859.726.png

For accounts on global DB, this setting is controlled at the parent level. 

Service durations are the same for all locations and staff members - When service duration is the same for all locations and staff members, changing the duration on one location will update it for all locations. Staff titles are ignored when the duration setting is set to be the same for all locations and staff members. Learn more here.

Service durations are set by location or staff member - When duration varies by employees, you will be able to set different durations for each staff member. Even if an employee works at multiple locations a duration will have to be set for each location. Learn more here.

Service durations are set by title per location or location group - When service duration varies per title per location or location group, you can set a duration for each staff title or location group. For example, a senior member may charge the same price for a service but take less time to complete the service. Learn more here.

Service durations are the same for all locations and staff members in a location group - Service durations can be set by location group without having to use staff titles. You can select a location group, click on a service, and set durations for all locations in the location group without worrying about their multiple titles. When you add a location to a location group, the employees' prices/durations will be set to the location group's value. Learn more here.

Track compensation by staff member?

unnamed_-_2021-11-03T184312.346.png

Once enabled, it allows you to set your pay cycle and frequency and set up different commission structures for each employee.  

What is your pay cycle?

unnamed_-_2021-11-03T175644.806.png

This will determine the time frame in which overtime and staff commissions are calculated.

Pay week starting on

unnamed_-_2021-11-03T175649.013.png

The day of the week your pay cycle begins. This setting will be ignored if Pay Cycle Frequency is set to every “Month” or “1st to 15th and 16th to end of the month”.

Pay cycle frequency

unnamed_-_2021-11-03T175959.173.png

How often do you pay your employees? 

Calculate service commission post discount

unnamed_-_2021-11-03T180408.126.png

This setting determines if staff commissions should be calculated pre-discount or post discount. Individual promotions can be set to override this general setting.

Calculate class commission post discount mceclip0.png

 

This setting determines if staff commissions should be calculated pre-discount or post discount. Individual promotions can be set to override this general setting.

Calculate product commission post discount

unnamed_-_2021-11-03T180439.647.png

This setting determines if staff commissions should be calculated pre-discount or post discount. Individual promotions can be set to override this general setting.
Default product commission to: mceclip1.png This setting allows you to set a preference for having default product commission assigned to In-House Sale or Logged In User.
Calculate Back Bar Fees mceclip3.png Backbar fees are used to charge staff for the use of your facilities or supplies. They can be calculated at the individual employee level or at the service level, depending on this setting. If set at the individual employee level, the back bar fees will be taken out after commissions are calculated. If set at the service level, you can choose whether to calculate the back bar fee before or after the service commission rate is applied. 
Show Facility Fee amount in Compensation reports mceclip4.png
This setting allows facility fees to be displayed in the compensation report.
Do staff members need to clock in/out? mceclip5.png
This setting allows you to require staff members to clock in and out or not.
Automatically clock out staff members? mceclip6.png
Enabling this setting will automatically clock employees out at the end of the day if they have forgotten to do so themselves. 
Allow editing of clocked hours up to days prior mceclip7.png
This setting allows you to set preferences on how many days you are allowed to update clocked hours.
Enable rapid user switching mceclip8.png
This setting enables staff members to switch users faster and lock their accounts. Learn more here

Auto-lock web app after:

16142780-040ffcab849fe96d6e551a22d2fe4507.png

Allows you to set a timeout for the web.

It will automatically lock the account from inactivity after X seconds have passed. If you leave the field blank, it will not automatically lock the account.

Auto-lock mobile after:

16142798-0a1337d90a03dc1aba81aa7d4d4e5272.png

Allows you to set a timeout for the Scheduler app. It will automatically lock the account from inactivity after X seconds have passed. If no value is entered, we will use the auto-lock time that was set for the web. 

Require strong passwords?

When this option is enabled, future passwords will require the following:
  • Minimum password length must be met - The default password length is 8 characters. The "Minimum password length" setting below can be used to alter the minimum length.
  • A lower case character is required
  • Uppercase characters are required
  • A number is required
  • A unique character (symbol) is required

Minimum password length:

This option allows you to specify the minimum length of passwords.
 

 

Powered by Zendesk