In the employee record, you can view and modify all essential data of a team member.
Basic Settings
- Calendar color: Set the color that the working hours of this team member will have in the calendar
- Role: Assign an appropriate role to be able to assign the team member to calendar groups or competencies
- Additional information: Information about this team member that can be displayed to customers in reminder and confirmation emails
- Scheduled hours and annual leave: Note the contractually agreed times here so you can check them at any time.
- Hide in calendar: Hides the team members from the calendar without deleting the profile
- Save personal calendar view: Shows a defined view that can differ from the basic settings. A detailed description can be found here.
If the team member should only see selected colleagues, restrict the view of the team member. Attention: When you add new team members, they may need to be activated here so that this team member can see them.
Create Login
If your team member should receive their own login to log into the calendar from home or a mobile device, for example, set it up under Options » Create Login. Please remember to check the rights for this access under Settings > Employees > Rights after creation. More about creating a new login can be found here.
After you have created your own login, you can change the team member's password at this point.
Name and Display Name
Once you have assigned your team member their own login, you can distinguish between name and display name. The name should be filled in with real data and is not visible to customers (e.g. "Silke Schmidt"). The display name is used in the calendar and online booking and can also be a nickname under which colleagues and customers know the team member (e.g. just "Silke").
Data Protection
Important: Your team members have a right to data protection. Therefore, make sure that you use your team members' data in compliance with regulations. This includes, for example, the use of photos and names on your website or in online booking, which may only be done with explicit consent from the affected team member. It is best to have a consent form signed for this.
-
- Images: The photo is shown to colleagues in the calendar and to customers in online booking and serves as an orientation aid. If your team member does not agree to publication, you can replace it with an avatar, for example, a comic image similar to the team member, which you can create for free on the internet.
- Name: In the profile at Belbo, a distinction is made between name and display name. Even if you assign the correct name in the record, you can choose a different display name that will be shown to customers and colleagues when booking. This could be the first name or a nickname, for example, to protect the team member's full name.
Team Members at Multiple Locations
Once you have assigned your team member their own login, you can add them to additional locations. Your team member can then access both locations with the same login credentials.
In this case, a distinction is also made between locations in the record, and you can make different basic settings for each location.
