How to create a personnel profile
Go to the "Personnel" tab
Click the "Add a new personnel" option, as shown below:
Enter the person's first and last name.
Then select a Personnel Type.
In Booxi, there are 2 types of personnel: "Personnel with calendar" and "User without calendar":
“Personnel with calendar”: staff members that can be booked for services.
“User without calendar": staff members that do not provide services (usually management personnel); these users have no associated schedule and do not appear in the calendar, the booking widget or your Booxi page.
The type of personnel a staff member should be depends on what they will do in Booxi:
For staff members who only provide services (i.e. are scheduled in the calendar, assigned to bookings), create their profile as “Personnel with calendar”
For staff members who only perform business operations (e.g. manage appointments and schedules), create their profile as “User without calendar", THEN create an account for them by inviting them to join Booxi. Once invited, choose their access level.
For staff members who provide services (i.e. are scheduled in the calendar, assigned to bookings) AND perform business operations (e.g. manage appointments and schedules) (i.e. only scheduled to bookings), create their profile as “Personnel with calendar”, THEN create an account for them by inviting them to join Booxi. Once invited, choose their access level.
*Note: Once you've created a personnel profile, you won't be able to change its personnel type; if you want to change it, you'll need to delete the profile and create a new one.
Assign a personnel template [optional]
Once completed, click "New".
Personnel profiles will be displayed in the list shown below, separated by personnel type:
After having created your personnel profile, consider whether to invite this person 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). This will be necessary if the person is meant to perform business operations (e.g. manage appointments and schedules). If the person is only meant to be scheduled for services, ignore this step. See here for more info.
Next, complete the following steps:
Enter your staff's personnel details
Assign services to your staff to make them eligible for booking
Configure your staff's availability schedule
Configure your staff's booking rules
Invite your staff to join Booxi (optional), while ensuring to choose the appropriate user access
How to duplicate a personnel profile
To save time, you can quickly create a personnel profile by duplicating the profile of an existing staff member.
To do so, follow these simple steps:
Navigate to the "Personnel" tab
Check the box of the staff member you want to duplicate
Click the options [⋮] button
Click "Duplicate Personnel"
Duplicated personnel will contain "COPY" in their name (e.g. "COPY - Taylor Danfirth") to distinguish them from the original staff member.
All information will be copied over to the new staff profile, including any assigned template (if applicable). Duplicated staff will be listed as offline by default.
How to delete a personnel profile
1- In the "Personnel tab", select a staff member by checking the box next to their name
2- Click the options, then select "Delete Personnel" as shown below:
3- Confirm your action by clicking "Delete".
*Important: when you delete a personnel profile, their assigned appointments will no longer be editable (in other words, you won't be able to reassign them). If the assignment of their appointments matter, ensure to reassign them before you delete their profile. If you want to prevent this person from accessing Booxi while you are reassigning their appointments, you can block them.