Creating a New Staff Member

Let’s run through the process of getting your staff all set up.

Creating A Staff Member

Go to Staff > New Staff.

Complete the basic details:

• First name

• Last name

• Username

These fields are mandatory.

The Username is the staff member’s public-facing name. It is shown on the appointment book, online bookings, and throughout Pointa.

Add contact details:

• Email address

• Mobile phone

If the staff member needs their own Pointa login, select Pointa user. When Pointa user is selected, an email address is required because Pointa uses the email address for login and account invitations.

Mobile phone is not technically required by the staff form, but it is useful to record for staff contact details.

Select the staff member’s Authority level.

A Manager or Administrator can change Pointa access and authority levels, but they cannot assign a higher authority level than their own.

Select Save changes.

If Pointa user is enabled, Pointa creates or links a user account and sends the staff member an invite email so they can set their password. If the invite has not been accepted, the staff screen may show Resend invite.

Customer Field

The Customer field links the staff member to their customer record in Pointa.

Use this when the staff member is also a customer of the business. Linking the record allows their customer activity, such as appointments and purchases, to be viewed from their customer profile.

Now that you have created your staff member, you can move on to creating their roster.