Create a Staff Member

The first thing you want to do to manage staff will be to create staff members for your organisation. This can be either from scratch, or from the profile of an existing client.

Step by step

  1. Browse to your staff list;
  2. Click [+ New staff member];

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  1. Click [+ Add new client];
  2. Click [Add a person];

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  1. Enter a First name;
  2. Enter a Last name;
  3. Optionally enter, gender, email, date of birth, and an address;
  4. Click [Save];

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  1. Optionally click [Edit] in order to add, or edit contact information;
  2. Optionally click [None] in order to assign tags; and
  3. Click [Save].

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What's next

 

 

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