Creating Staff Accounts
Managing your staff is a very important part of your business and also a very important part of ScheduleBliss. In fact, when setting up your ScheduleBliss account, creating your staff accounts is probably the first thing you should do.
Which of your staff needs an account? Accounts are required for each staff member you would like to schedule any session for (be it classes, events or appointments). Client accounts are also needed for all your desk staff so that they can login to ScheduleBliss Admin to check clients in and make sales.
Adding New Staff Members
To begin adding staff members:
- Navigate to the Manage -> Staff page from the ScheduleBliss Admin Menu. You will also see that there is already one staff account, which is the account which was created for you when you first signed up with ScheduleBliss.
- Follow the Create New Staff Member link
- Enter the information for this staff member
Entering Staff Account Information
Not all staff account information inmandatory, but you must at least provide a
First Name and a
When adding a new staff member, you will have access to a subset of the set of settings that can be stored for each staff member. When you go back and Edit the staff member account at a later time you will see that you have access to upload an image for the staff member, configure additional
System Privileges and so forth.
|First Name||The staff member's first name is mandatory and must be at least 2 characters long.|
|Last Name||The staff members last name is mandatory and must be at least 2 characters long.|
|Login / Email||It is highly recommended that you use the staff member's email address as their
|Password||A password is only needed for staff members who you would like to grant access to login to your ScheduleBliss Admin. A password is not needed for staff members who will appear on your schedule, but do not need access to login to ScheduleBliss Admin. To set a password for this staff member and grant them access to your ScheduleBliss Admin, click the
|Phone||If you would like to enter a contact phone number for this staff member then enter it here.|
|Address Line 1 & 2||If you would like to enter a residential address for this staff member then enter it here.|
|City||If you would like to enter a residential address for this staff member then enter it here.|
|State||If you would like to enter a residential address for this staff member then enter it here.|
|Zip / Postal Code||If you would like to enter a residential address for this staff member then enter it here.|
|Country||If you would like to enter a residential address for this staff member then enter it here.|
|Birthday||If you would like to enter date of birth information for this staff member then enter it here.|
|Gender||If you would like to enter gender information for this staff member then enter it here.|
|Personal Bio||Staff members who appear on your schedule can have a clickable public bio for client to read when they click on the staff member's name on the schedule list. Note that this information is publically displayed on your client / Internet facing schedule, do not store any private / sensitive information in this field.|
|Photo||You can upload a photo to accompany a staff member's public bio on your client / Internet facing schedule. Note that the photo is publically displayed.|
|Default Pay Scale||The
As the owner / manager of your business, you should grant yourself
Superuser Privileges: Yes. A
Superuser has complete control of your ScheduleBliss account and unrestricted access to all system settings, financials, client data, reports, autopays, scheduling and more!
Don't give any member of your staff
Superuser Privileges unless they really need it.
When creating new staff member accounts you will see a subset of the
System Privileges available. When you go back and Edit the account you will see the full list of privileges which can be assigned to staff member accounts:
Staff Member Privilege Options
|Superuser Privileges||If set to Yes, this staff member will be granted access to all admin features.|
|Check-In All Sessions||If set to Yes, this staff member will be granted access to check-in all scheduled classes, events and appointments.|
|Check-In Selected Sessions||If set to Yes, this staff member will only be granted access to check-in the classes, events and appointments of your choosing. To choose those sessions please go to the schedule and click Access next to the session and add that staff member to the list.|
|Manage Schedule||If set to Yes, this staff member will be granted access to add, edit and cancel all session types in the schedule including classes, events and appointments.|
|Manage Autopay||If set to Yes, this staff member will be granted access to add, edit and cancel autopay entries.|
|Manage Client Contact Details||If set to Yes, this staff member will be granted access to add, edit, or delete client contact details including
Click Save to confirm the creation or changes to the staff member's accounte and go back to the Staff Manager. You can add additional staff by clicking Create New Staff Member, or you can make changes to any staff member's account by following the Edit link next to each staff member in the list.