The Staff Settings page enables you to customize a service list, schedule and other details for each of your team members. There is a separate Settings page for every person on your staff.
To access the Settings page of a staff member:
- From the menu bar, select Settings > Staff to open your list of staff members.
- In the row of the relevant staff member, click . Then, from the list that opens, select Staff settings.
The Settings page opens, with the Profile tab displayed.
For each team member you can set up the Profile, Services, Availability including calendar sync and SMS notifications.
On the Profile settings page, you can set your staff member Email, Name and profile image.
Before you can assign service to each team member you should first set the different Business services as described here.
Once your Business services menu is set, you can assign specific services and appointment options for each staff members.
You can set up each service or appointment type with the staff member contact information.
For example, if you offer phone consultation, each team member can have his/her phone number on file.
For each team member you can set different time zone and Business Hours so each could manage their own availability to meet with clients at their best convenience.
Each staff member can sync their own calendar with vCita. So any busy time on the calendar (Google, Outlook, iCloud etc.) will be excluded from their availability on vCita and clients won't be able to select it.
Each staff member will have calendar on vCita which will display all the upcoming appointments scheduled on vCita. Can be used to invite clients to meet or simply to block specific times that are busy. Click here to learn more about vCita calendar and calendar sync.
Each team member can receive text notifications to his/her mobile phone for every new contact or scheduling request, so they can quickly reply or follow up with the clients.
To learn more about SMS notifications to your mobile phone click here.