Create New Staff Members as Resources for Personal Services

  • Updated

When you work with reservations in enforePOS, your customers can book appointments for services such as hairdressing in advance. To do this, you need to create the staff member as a resource of the reservation. In doing so, you can assign the staff member to the respective service.

Creating a staff member as a resource is very different from creating a staff member account. A staff member as a resource is simply created as a provider for personal services.

  1. Open Reservations > Resources in the POS menu.
  2. To add new staff members as resources, tap on [+] in the header. mceclip1.png⮕ The Create new Resource window opens.
  3. In the Create new Resource window, select the Staff option. mceclip2.png⮕ The Create new Staff window opens.
  4. In the Identity step, enter the following data about the staff member:
    • Name: enter the name of the staff member here.
    • Short name: you can optionally enter the staff member's abbreviation here.
    • Staff number: enter the staff number here.
    • Location: select here at which POS locations the staff member works.
  5. Confirm the entries with [Next]. mceclip3.png
  6. In the Personal Services step, define which services the staff member can provide.
    If the staff member provides all the services offered, tap on All Personal Services.

    If you haven't created any personal services yet, you can skip this step and link them to the staff members at a later time. You can find out how to do this in the How-To Link Staff Members and Services Retrospectively.

  7. Tap on [Complete]. mceclip4.png⮕ You have successfully created a new staff member and assigned the relevant services to them. 

    You can find out how to edit the staff member profile or add information such as availability hours here.

Learn more... 

Share this article

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request