Create a Staff User

How to: Create a Staff User

Login to your Online Portal 

• Go to Staff in the side menu 
• Select Add User

If the Add User button is disabled, you have reached your subscription max for User Accounts

• Go to your Subscription Settings (Settings > Billing [Subscription]) to add more staff accounts to your subscription

• Enter First Name & Last Name or Initial
• Enter Email Address (this will be their username to login to Cojilio with)
• Enter their Phone Number, Address & Gender (Optional)

• Set their Position (this will determine their Roles & Authority and what they are able to do and see in the app and the portal)
• Set their Assigned Locations (clients will only be able to book with this user at their Assigned Locations)

If this user is not a service provider, check OFF "Do not allow this Staff member to be assigned to Services and Classes" 

• In the Payroll section, you can set:
  • Hourly wage
  • Commission %
• Click Update to save your changes

Note: Hourly wage will calculate payroll reporting based on hours scheduled and hours booked. Commission % will calculate the commission payout ($) based on gross sales before tax and gratuity.

How to: Set User Working Hours

• Scroll down to the User Working Hours section
• Switch the Available Switch to ON for their working days
  • Set the From time to their Start Time
  • Set the To time to their End Time
• Click Update to save their working hours.

If the user is assigned to Multiple Locations, set their Working Hours at each Location.

Warning: If their Working Hours at multiple locations overlaps, clients will be able to book them at Location A at 1pm and Location B at 2pm on the same day.