Help center › Step-by-step setup
User Management
Settings → User Management: access for employees.
- Open Settings → User Management and press Add User.
- Email — the employee signs in with it. Password — make one up, or press “Show” / “Copy” to hand it over.
- Role: Employee — only the sections ticked below; Administrator — chosen sections, but no user management; Owner — full access.
- Tick the sections open to this person (for example only Clients and Appointments).
- Save. The employee signs in at your program address with this email and password.
Guest password — a separate password for the tablet at the front desk: it opens only the new-client form and nothing else.
For a master create a separate sign-in with the “Employee” role and only the “Appointments” section — they see their own visits and schedule.
Inside the program the same article is under Help.