Overview

Please follow the steps below when adding a new employee:

  1. Add contact information, photo, and assign both their Staff Role and Privileges

  2. Assign to Services and customize pricing and durations (if applicable)

  3. Set Communication Preferences

  4. Add a Pay Rate to track commission (if applicable)

  5. Invite the Employee to Boulevard

  6. Publish a shift for that new employee

New Employee Checklist

IMPORTANT: Before adding a new employee or staff member, make sure to have already created both the Staff Role and Privileges to which they'll be assigned.

STEP 1

Navigate to the the main business page, go to Employees > New Employee > enter in their contact information, assign Staff Role and Privileges, then click Create Employee.

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STEP 2

On the next screen, Contact Info, you can upload a photo, choose a color for that employee's calendar, add a biography, and Save.

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The person will now appear in your list of active employees. Make sure to also select if that person should be available for online bookings by deselecting the box that says 'Allow Online Bookings'.

STEP 3

Next in the Staff Profile, click on the Services tab.

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Here, click Customize next to each service to make that person assignable to that service. You can add many custom values for every service. Click Update Service after all changes are entered.

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STEP 4

To choose how the person will be notified about appointments, click the Communication tab. Toggle the switches next to each option to enable or disable that notification method.

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STEP 5

If the new employee will be receiving service or product commission, you'll want to Add a Pay Rate on the Compensation tab.

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STEP 6

Once an employee is added, they must be invited to use Boulevard. Click the mail icon

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to the right of their email address to send them their invite email with login details. They will be sent an email, in which they should click a purple Accept Invitation button to set their password.

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STEP 7

The final step is to publish a Staff Shift so that they employee can begin accepting online bookings and/or have visible working hours on the calendar.

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