Create Staff Member Profiles for Square Appointments

Add staff members and allow each to set hours, locations, specify available services, and manage booked appointments

Create Bookable Staff

From Staff, click Create Staff to add new staff members. Add their contact information and customize each staff members’ settings.

Your staff members are automatically included in your Employee List. If you’re already subscribed to Employee Management, you can add an Appointments profile to existing employees. The Staff Member Bookable setting is automatically toggled on to allow that staff member to be scheduled for appointments. 

Customize Staff Settings

Set Staff Permissions

Toggle “Enable staff login” on to allow staff to log in and manage their own Appointments account, calendar, appointments, and clients.

When “Enable staff login” is toggled on, you can also set the following staff member permissions:

  • Self Access: Best for a single staff member who only needs to view, accept, or decline their own appointments and view their own calendars. 
  • All Staff Access: Ideal for front desk staff who need access to all staff member calendars.
  • Full Access: Allows access to everything, including the ability for a staff member to sync their personal Google Calendar to Square Appointments. This permission is meant for owners or partners who will be monitoring and managing the account. Note: Staff with full access will not have access to billing information or be able to disable the account.

Once you’ve toggled “Enable staff login” on, your staff member receives an invite email to create a Staff login under your Appointments account. Creating a login allows staff access to their own Appointments account which includes their calendar and clients. Your staff will not have access to your account settings. Staff will also receive email notifications when an appointment is requested. Staff, learn more about managing your appointments and clients

Note: To enable staff login, each new staff member must be invited with a unique email address. If you enable staff login and your staff member has already created an individual Square or mobile staff account, they’ll need to use an alternate email address for their Appointments staff account or disable their previously created account

Enable Custom Notifications for Staff

When creating staff, set notification settings for your staff to receive new and upcoming appointment emails and text notifications. Select “Owner sent a copy” to send a copy of each notification to the owner as well as the staff member booked. 

Note: If the owner or staff with All or Full Access permissions makes an appointment for another staff member, the appointment skips pending and is automatically accepted and added to that staff member’s calendar. That staff member and client will receive an appointment confirmation notification. 

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