With an up-to-date interface and informative calendar, you can see your employees’ work shift.
Whether you choose a monthly schedule or choose a weekly schedule, you can look at the daily schedule. You can also view appointments in the list view through the List view if you want. You can filter appointments based on location, services and staff.
OnlineBookMe.com is multi-staff supported. You can add your staff from different locations to system.
Click on ADD STUFF to add new stuff. You’ll see 4 Tab in opening window:
In the DETAILS tab, we will enter basic information of Staff. Add name, email, phone number and profile picture. The profile photo and name will be displayed while booking. Then we will select location. If same staff member works on several locations at the same time, then you can select all locations here with multi-select option.
You can also include a short description about staff member.
In WEEKLY SCHEDULE tab, we can build a special weekly work schedule for this staff member. Here you can add day-offs, work hours and breaks. You can also set up each day of the week. You mark the start and end time of each workday. If it’s day-off, then check “Add day-off” checkbox. If you want to add the break time, click on Add break button and save the start and end times of the break. You have the opportunity to add break(s) for each day of the week.
If you want to create a custom timetable for your staff, you must first enable the “Configure specific timesheet” checkbox.
In SPECIAL DAYS tab, you can set up time sheet on special days for staff. If staff member is allowed for any day, and he can only work on the second half of the day, you can record it here. Just click on the “Add Special Day” button and note day, start and end hours in opening panel. If it’s needed, you can also click on “Add break” button for special days and add break times.
If it’s needed to delete special days you add, click on Remove special day button.
In HOLIDAYS tab, you can select specific holidays for staff. If staff won’t work at any day, it’s enough to click that day from calendar in this tab. Let’s note that you are already recording the general holidays for your business in Settings> Holidays. If you want to appoint additional holidays for your current Staff, please note them in this tab. Otherwise, it’ll be preferable to select same holidays in both Staff and Settings.
After completing all information about staff, you can save the content by clicking on the ADD STAFF file and it will be on list of staff you select. You can search name, email, phone number of staff on list, sort by name, email and phone number of them with ASC or DESC. If you need to edit Staff’s information, you can click on Edit button by clicking on Options button in front of staff.
You can delete staff with single or group way. If it is necessary to delete 1 staff, then click on Options button in front of the staff and click on Delete button. If you want to delete some employees collectively, then it’s enough to click Delete icon which will open below when checkboxes are activated.
After you login, this the default first look of your appointment panel. Now you need to configure it.
In order for your Booking panel to start doing its job, you need to set Working Hours, Location, and Staff. Let’s start with working hours first. In our solution, you can set working hours suitable for each service and staff. You can also set general working hours. To do this, we go to Settings -> Business Hours tab.
Then you need to go to the Location tab and add a new location for your service.
The next step you need to do after adding a location is to add a new service. To do this, you need to go to the Services tab and first create a category and add a new service to that category.
After adding a category, the next step is to create a new service under this category.
Service name, price, and duration are important when adding a service.
After successfully adding the service, all that remains is to add a Staff. For this, you need to go to the Staff tab and add a new Staff. When adding Staff, you must assign this Staff to the location and service you created.
Everything is ready! Booking panel is ready for you to use and is waiting for your orders!
