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Add Staff
Add Staff
1 min read
Instruction for Adding Staff in Bookingor
#
This guide will help you add a new staff member to your Bookingor system.
Step 1: Log into WordPress Admin Panel
#
Open your web browser and go to your WordPress site.
Log in using your administrator credentials.
Step 2: Access the Bookingor Plugin
#
In the WordPress Dashboard, locate and click on the
Bookingor
plugin from the sidebar menu.
Step 3: Go to Staff Management
#
Within the Bookingor plugin, find and select the
"Staff"
section.
Step 4: Click on "Add Staff Member"
#
Look for the
"Add Member"
button and click it to start adding a new staff member.
Staff Page
#
Step 5: Go to Basic Detail Tab
#
In the staff member creation interface, navigate to the
"Basic Details"
tab at the left.
Step 6: Fill in Staff Member Details
#
First Name
: Enter the staff member’s first name (e.g.,
John
).
Last Name
: Enter the staff member’s last name (e.g.,
Doe
).
Phone
: Input the staff member’s phone number (e.g.,
+00 000 000
).
Email
: Enter the staff member’s email address (e.g.,
me@gmail.com
).
Step 7: Upload Staff Member Image (Optional)
#
Click on the
Upload
button.
Upload an image for the staff member by selecting a file from your computer.
Step 8: Assign Services
#
In the
Assign Service
section, select the services that the staff member will provide from the dropdown list.
Step 8.1: Check Assign Services
#
In the
Assign Services
section, look for the dropdown menu that lists available services.
If the dropdown is empty, this means no services have been created yet.
Step 8.2: Create Services if Needed
#
If the
Assign Services
dropdown is empty:
Navigate to the
Services
section in the Bookingor plugin.
Follow the instructions to add the necessary services.
Make sure to save the new services.
Step 8.3: Assign Services
#
Once services have been created, return to the
Staff Member Details
tab.
Click on the dropdown menu in the
Assign Services
section.
Select the appropriate services you want to assign to the staff member.
You can select multiple services as needed.
Step 9: Set Staff Location
#
In the
Location
section, select the appropriate location for the staff member.
Step 10: Create New User (Optional)
#
If you want to create a WordPress user for the staff member, check the
Create New User
option.
Username
: Enter a unique username for the staff member.
Password
: Set a password for the new user account.
Step 11: Save Changes
#
After filling in all the required information, scroll to the bottom of the page.
Click the
Save
or
Add Staff Member
button to complete the process.
Additional Notes:
#
Ensure that all required fields are filled out correctly to avoid any issues with staff assignments.
It's a good practice to upload a clear and professional image of the staff member for better representation.