Create staff members to specify available services, manage booked appointments, and process payments.
Create Bookable Staff
Your staff members are automatically added to your Employee list. If you’ve already created an employee profile, you will see an option to add them as a staff member. The Online Booking Visibility setting is automatically toggled on to allow that staff member to be scheduled for appointments.
Customize Staff Settings
Set Staff Permissions
When you create a staff member, you can limit their access to the Appointments calendar and point of sale with Square’s Employee Permissions.
By default, you’ll have the following permission groups with different levels of access to the Appointments calendar and point of sale:
- Service Provider: Allows staff member to manage their own calendar.
- Front Desk: Access to all staff calendars.
- Manager: Allows access to all calendars and account information. Manager role also allows staff members to sync their personal Google Calendar to Square Appointments.
Note: All of the above pre-set permission groups will automatically have Access Mobile Point of Sale enabled, with limited access. Staff members will also have access their calendar, client list, and overview of appointment details online when Access Dashboard is enabled.
If you create a new group, you’ll need to make sure to manually enable this setting to allow your staff access to the Appointments app.
Once you’ve created an employee profile for you staff, they will receive an invite email to create a unique login under your Appointments account. Creating a login allows staff access to their own Appointments app, 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. If you’re a staff member, you can 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.