If you want a staff member to perform business operations (e.g. manage appointments and schedules), they must be invited to join Booxi as a user. Joining Booxi as a user means that this person will have access to their own Booxi account (you can determine their access level). Here are the steps staff members must follow to gain access to their account.
To invite a staff to join Booxi, follow these steps:
Go to the Personnel tab
Select the profile of the personnel you would like to invite
Click on Personnel Details, check the email provided and the staff preferred language. If you have updated any information, click on Save.
Click on “Invite to join booxi”
Once the invitation is sent, the button will change to "Resend the invitation".
⚠️ If the staff hasn't received an invitation email, please check the spams. You can click on "Resend the invitation" if the staff cannot find the invitation email.
After sending the invitation, you can update the user access role of the new personnel. By default, the user access is set up to “staff”.
Once this person has logged in to Booxi, the invite button will change to "Using booxi"
Once invited, the login email cannot be changed. If a change is required, you will need to delete the profile and create a new one.