Appointing a staff member as a ‘Manager’

As an admin, you might want a staff member to take charge of managing your business. To do so, you can appoint a staff member as a ‘Manager’ who will have the right to manage the business similar to an admin’s role. A ‘Manager’ has the ability to view all the staff members’ schedules and manage existing intake forms, discount coupons, gift certificates, customers, view reports, etc.

In order to turn a staff member into a ‘Manager’, follow the steps given below:

Quick Nav — (Settings → Staff → Mouseover and select the staff member whom you want to appoint as a ‘Manager’ → Click on the crown-like icon that appears above the staff list)

1. Log into the Appointy admin panel.

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2. Click on the ‘Settings’ icon in the toolbar appearing on the left.

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3. Go to the ‘Staff’ tab under the ‘Resource Management’ section.

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4. Mouseover on the staff member whom you want to appoint as a ‘Manager’.

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5. Select the staff member by clicking on the circle that appears on the left of the staff member’s image icon.

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6. A group of icons will appear above the staff list. Click on the rightmost crown-like icon to appoint the selected staff member as a ‘Manager’.

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Updated on: 04/02/2021