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Tag: Rollen

The importance of the role

Each employee as well as rooms and equipment is assigned a role. This makes it easier for you to determine which employee is responsible for which service and when rooms and equipment are available.

For the role of employees, this means:

In the schedule, employees with the same role are displayed grouped together
Gruppierung der Rollen im Dienstplan

Hairdressers are responsible for cuts and beauticians for facial treatments
Friseure für Schneide Kostmetiker für Gesichtsbehandlung

Same time scheduling for the same roles
For example, the employee with the role "intern" needs more time for a cut than the employee with the role "team leader". This helps the role assignment when booking in the calendar:
Zeitplanung_PraktikantIn:TeamleiterIn

These roles also appear in online booking
Below the employee's name is their respective role. This allows the customer to choose whether they want to book their appointment with the team leader or service:
Rolle in der Buchungsmaske

For the role of the resource, this means:

no double-booking
If you work with rooms and equipment that should be blocked during an appointment, you can specify this in your services here. This prevents double-bookings.

 

Create roles

Each employee is assigned a role. This simplifies the configuration of employees and rooms and equipment (learn more about the importance of roles).

To create a new role for an employee:

  1. Click on "Settings" in the navigation bar.
  2. Under the "Staff" heading, select the function: "add, remove or modify desired employees".
  3. You will now see an overview of your employees. Next to "Overview", select the "Roles" tab.
  4. Click on the "Create new role" button to add a new role for an employee:
    Create role
  5. Confirm your entry by clicking the green "Create new role" button (see image)

You can change the role for employees at any time by switching to the "Overview" tab and selecting the employee by clicking on them. Under "Settings" you can then select the appropriate role.

You can also create categories for your rooms and equipment.