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How to create and configure an employee?

You can create or edit your centre’s employees from Agenda > Employees. Below, you will find how to configure each field.

  • Status
    Defines whether the employee is active or inactive in the system.
  • Online bookable
    Enables or disables the option for customers to book appointments with this employee through the Booking Engine.
    ✉️ SUPPORT: If you do not have the Booking Engine contracted and would like to learn about all its benefits, write to soporte@spalopia.com to book a free demo session.
  • Alias
    The  employee's name as it will be displayed in the Agenda.
  • User
    Links the  employee to an existing user in the system.
    If the user has a valid email address, the employee will receive email notifications every time a new booking is assigned.
    💡 Tip: Especially useful for freelance therapists.
  • Gender
    Select the employee’s gender (male or female).
  • Priority
    Defines the automatic assignment order for the employee.
    🔍 How it works: By default, all employees have priority 10. The system will give preference to employee with a lower number.
  • Color
    Select the colour used to display the therapist in the Agenda.
    👉 How to customise my Agenda using colors?
  • Services
    Select the treatments that this employee can perform.
    👉 How to create treatments in the back office?
  • More options
    • Service commission
      The commission percentage the employee earns for each service performed.
      👉 Service commission
    • POS commission
      The commission percentage earned by the employee who processes the payment at reception.
      📌 Note: Only applies if the Point of Sale is active.
      👉 Payment commission from the Point of Sale

    • Booking commission
      The commission percentage earned by the employee who sells the booking.
      👉 Booking sales commission
    • Release
      The advance period required to allow online bookings with this employee.
      💡 Tip: Especially useful for freelance employees.
  • Shared
    For spa chains with multiple centres.
    👉 How to configure a therapist with a shared agenda between centres?
  • Display order
    The order in which the employee will be displayed in the Agenda.
    The lower the number, the further to the left the employee will appear.

🔍 How it works: professional user

When you create an employee, the system automatically generates a user in CRM > Employees.
You must not delete this user, as doing so would remove all records associated with appointments, commissions and reports.
📌Note: This user has no role assigned by default, so they will not have access to the system unless you configure it manually.

 

📩 If you have any questions during the process, please write to soporte@spalopia.com