Create a Staff User

Login to your Online Portal 

1. Go to Staff in the side menu 
2. 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)
• 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 Do not allow this Staff member to be assigned to Services and Classes to ON

• 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.

Set User Working Hours

1. Scroll down to the User Working Hours section
2. Switch the Available Switch to ON for their working days
3. Set the From time to their Start Time
4. Set the To time to their End Time
5. 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.