Edit Staff Information

In this article

• Staff information
• Bookable vs. non-bookable staff members
• Add a staff member
• Edit a staff member
• Set up online appointments for staff members
• Remove / archive staff members
• Restore staff members

Staff information

Your staff information is reused in two places. First, staff members are needed to schedule individual appointments. Second, staff members and their roles can be presented as teams with the website module.

All fields described here are available when you edit staff information in the admin panel.

Bookable vs. non-bookable staff members

keinaufwand lets you add bookable and non-bookable staff members. As the name suggests, bookable staff members can be booked for appointments, while non-bookable staff members can't.

The other differences are as follows.

Bookable staff members can:

• be booked for appointments
• log in with their own keinaufwand user account
• define working hours and absences
• sync external calendars
• be notified by email about appointment updates that concern them
• be added to keinaufwand website teams

Non-bookable staff members can:

• be added to keinaufwand website teams

Bookable staff members count toward the staff member limit of your current keinaufwand subscription. You can create an unlimited number of non-bookable staff members.

Name

The staff member's first and last name.

Individual offers

By assigning individual offers, you can specify which staff member is available for which offers at which location.

For a staff member to be available for appointment booking, the relevant individual offers must be assigned to them.

Schedule and absences

Each staff member has their own schedule. It uses working hours and absences to define on which days and at which times the staff member is available for individual offers.

Roles and teams

Roles are used to present your staff members in teams with the website module. A staff member can have multiple roles and can therefore be shown in multiple teams with a different picture and details.

When you create a staff member, a default profile is always created along with it.

You can find out how to manage staff members with teams and the website module here.

Add a staff member

1. From the admin panel, go to My Business > Staff
2. Click the red Add staff member button in the top right
3. Enter the staff member's first and last name
4. Enter the staff member's email address or mark this staff member as non-bookable
5. Click Save

After a bookable staff member is created, we send a staff invitation to the email address you entered. By accepting the invitation, your staff member gets limited access to your keinaufwand account.

Your staff member is now created and has a default profile, which is used as soon as you add the staff member to a team. Depending on the team, however, you may want to show a different display picture or different details. To do this, create a role.

Edit a staff member

To edit staff information:

1. From the admin panel, click the My Business section and switch to the Staff section
2. Click the name of the staff member
3. Select the section you want to edit
4. Update the staff information
5. Click Save once you're happy with the information you've entered

Set up online appointments for staff members

To hold online appointments, you need to set up a video chat URL for the relevant staff members, which serves as the digital meeting point.

We currently support services that use static URLs (Whereby) or support one-time URLs (Jitsi Meet).

If the video chat service of your choice has special requirements that we don't currently support, please get in touch: kontakt@keinaufwand.com.

To set up the video chat URL:

1. From the admin panel, click the My Business section and switch to the Staff section
2. Click the name of the staff member
3. Click Edit offers
4. Enter the video chat URL of the service of your choice
5. Optional: Specify whether an individual URL should be generated for each booking (this feature isn't suitable for all services)
6. Add the offers you want
7. Click Save once you're happy with the information you've entered

Remove / archive staff members

You can remove staff members as long as no booking has ever been added to them. Once a staff member has bookings, they can only be archived.

Archived bookable staff members with a user account lose access to the keinaufwand account and all the data it contains.

To remove / archive a staff member:

1. From the admin panel, click the My Business section and switch to the Staff section
2. Click the name of the staff member
3. Click the three-dot icon in the top right
4. Click Remove staff member or Archive staff member
5. Confirm your choice to permanently remove or archive the staff member

Archived staff members can be reactivated.

Restore staff members

Archived staff members can be reactivated. Staff members with a bookable user account regain access to your keinaufwand account.

To restore a staff member:

1. From the admin panel, click the My Business section and switch to the Staff section
2. Switch to the Archived tab
3. Click Activate staff member next to the staff member
4. Confirm your choice to restore the staff member