How do I add a Housekeeper?
Click on Staff, View, and Add Staff at the top right
- Click the check box for Housekeeper
- Enter the Housekeeper’s name
- Create a User Name for the Housekeeper to use in the app
- Enter Contact information for your records if needed.
- On the App Future Days drop down choose how far in advance each Housekeeper can see their schedule on their app. Remember that the Housekeeper will only see the appointments that are assigned to them
- Select the Region/Area you want the housekeeper to be a part of. If no additional Regions have been added, choose “Default Region".
- Select the Blue Save button at the bottom.
Next, you will need to create a password for your Housekeeper by selecting the pencil icon to the right of their name and then Change Password.
Create their Password according to the password parameters and select Save at the bottom. You will then need to provide your housekeeper with the username and password to log into the app.
You can also send them their app details via the pencil icon to the right of their name if you have their phone number on file.
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