Who can do this: the owner.
Each technician gets their own column on the calendar, in their own colour. Giving them a login is optional: a tech without a login still has a column you can book on.
Add a technician
- Open the menu (the three dots at the top right) and tap Staff.
- Add the person by name and pick their colour.
- Open them to set the rest in tabs: Details (name, colour, online booking), Role, Schedule and Days off.
If some services are only done by some staff (for example acrylic), open each of those services on the Services page and tick the new person on its Staff tab.
The order on the Staff page is the order of the columns on the calendar. Use reorder to change it. Someone who left can be archived: their history stays.
Give them a login
- Ask them to create an account at app.nailpocket.com/signup with their own email.
- On their Staff page, open the Role tab, enter the email they used and tap Link.
- They join as a Technician. Change the role if they need more or less.
Roles
- Owner: everything, including settings, roles and all sales.
- Manager: calendar, front desk, customers and the turn order. No sales or settings.
- Front desk: calendar, front desk and customers. No sales.
- Technician: calendar, front desk and customers. Sees only their own sales.
- Limited: sees only their own column on the calendar and can't change anything.
Schedules, days off and extra days
- Weekly schedule: the days and hours each person usually works. Online booking only offers times inside it.
- Days off: add vacations or a day off. That day is blocked on the calendar and online.
- Extra work days: someone covering a day they don't usually work? Add the date and hours, and their column shows up that day.
Tip: Every plan includes 3 staff per store. See pricing for extra staff.
