Staff Management

The Staff Management addon for Cleanly allows you to create profiles for your service providers or employees, enabling customers to choose specific staff members for their bookings. This feature helps in organizing appointments and showcasing your team.

Step-by-Step Guide to Add a Staff Member:

The process typically involves navigating to the Staff Management section within your Cleanly Booking settings and creating a new staff profile.

1. Access WordPress Admin Panel:
   • Log in to your WordPress wp-admin panel.
2. Navigate to Cleanly Booking Settings:
   • In the left-hand sidebar, find and click on “Cleanly Booking.”
3. Go to Staff Management Addon Settings:
   • Within the Cleanly Booking menu, look for “Addons” or a direct link to “Staff Management.”
   • Click on the “Staff Management” section. You might see subsections like “Getting Started,” “Installation,” “How to Add a Staff,” and “Settings.”
4. Initiate Adding a New Staff Member:
   • Look for a button or option like “Add New Staff,” “Create Staff,” or similar. Click it.
5. Fill in Staff Member Details:
   • You will typically be presented with fields to enter information for the new staff member. Common fields include:
     • Name: First Name and Last Name of the staff member.
     • Description/Bio: A short description or biography of the staff member, highlighting their skills, experience, or specialties.
     • Photo/Avatar: Upload a profile picture for the staff member. This helps customers recognize them.
     • Contact Information: Fields for email, phone number, or other relevant contact details.
     • Social Links: Options to add links to their professional social media profiles (e.g., LinkedIn, Facebook Business Page).
     • Services: Link this staff member to specific services they provide. This ensures they only appear as an option for services they are qualified for.
     • Availability/Schedule: Set their working hours, days off, and any specific time slots they are available.
     • Role/Position: Their job title or role within your business.
     • Rating (if the Review & Rating addon is integrated): While clients add reviews, there might be an initial rating or display option here.
6. Assign to Branches (if applicable):
   • If you use Cleanly’s “Multiple Branches” feature, you might need to assign the staff member to one or more specific branches.
7. Save the Staff Member Profile:
   • After filling in all the necessary details, click “Publish,” “Save,” or “Add Staff Member” to create the new profile.

Once a staff member is added, they will be available for assignment to bookings, and if enabled, customers can choose them during the booking process on your website.