Best Practices
Onboarding New Staff
Gather all information before adding to system
Take a professional photo
Assign appropriate service categories
Set up initial shifts
Provide registration link (if phone number is provided)
Set initial permission level
Assign payment methods
Managing Large Teams
Use search to find staff quickly
Filter by branch for large multi-location businesses
Use staff reordering for important staff
Regularly review and update permissions
Keep service assignments current
Scheduling Best Practices
Plan schedules in advance
Use recurring shifts for regular hours
Consider staff availability and preferences
Avoid double-booking shifts
Review schedules weekly
Performance Tracking
Set realistic goals based on business size
Track goals regularly (weekly/monthly)
Review earnings periodically
Compare performance across staff
Adjust goals as needed