Resources and staff

💡 Tip

Register each staff member with their operator password and the categories they handle: that lets you measure productivity per professional in the Dashboard and the system knows who can take each service.

Under Settings → Resources and Staff you register who serves at the store. Each staff member can have their own calendar and defines what they serve, when they work and what they can do in the system.

The screen

The list shows each staff member with: Name, Species, Categories (Bath, Grooming…), the Days of the week they work and the Operator password. At the top, your plan’s Active calendars and Staff limits (with Increase limit). Use the pencil to edit.

Step 1: New Registration

Click New Registration to open the staff form.

Step 2: Data and what they serve

Fill in:

• Name* (required), Tax ID, Email and Phone;
• Served species: Dog, Cat, Rodent;
• Work categories: which service categories this staff member performs (e.g. only Bath, or Bath and Grooming). This controls which visits they can take.

Step 3: Working hours

Under Working hours, turn on the days they work (Monday to Sunday) and set the time range for each day. Unchecked days are marked Doesn’t work. This schedule is what limits the professional’s calendar.

⚠️ Note

It’s the employees’ schedules that open the slots on the calendar. A slot only becomes available for booking when there’s an employee who handles that service’s category and who works at that time. So widening the store’s business hours (or checking Open 24 hours) is not enough: to free up a new slot (e.g. 8 AM) you must also adjust the working hours here of an employee who performs that service.

Step 4: Operator password and permissions

Set the operator password (the code that identifies the staff member when operating) and check the permissions they’ll have:

• Registrar pagamento (dar baixa) (record payment) and Estornar pagamento (remover baixa) (reverse payment);
• Vender e/ou alterar agendamentos e planos (sell and/or change appointments and plans);
• Cancelar agendamentos (cancel appointments);
• Alterar faturas e itens de fatura (change invoices and invoice items), see Inside the invoice;
• Gerenciar produtos na fatura (manage products on the invoice), add and remove products on the invoice, when the shop has an ERP integration.

Further down, the Bloqueio de agenda → Ver/Editar Bloqueios button opens that professional’s blocks. When done, click Save.

Notifications and client phone privacy

In the staff member’s Notificações (notifications) section:

• Receber notificações dos seus agendamentos (receive their appointment notifications), turns on the internal appointment alerts for this staff member.
• Mostrar o número completo do cliente nas notificações (show the client’s full number in notifications), controls phone privacy. By default, the client’s number appears masked in the team’s internal notifications: only the last 2 digits are visible (e.g. •••••••••88). Check this option only for staff who may see the full number. It appears when Receber notificações dos seus agendamentos is on.

⚠️ Heads up

The Mostrar o número completo do cliente nas notificações option starts unchecked. While it stays that way, the staff member sees the client’s phone masked in notifications, protecting the owner’s personal data.

Controlling what the team sees (revenue and client data)

If the concern is that the operational team sees revenue, prices and information beyond what’s needed, control happens in different layers:

• Employee financial and admin permissions: here in Resources and Employees (Step 4), you uncheck each staff member’s sensitive actions (record/reverse payment, sell and change appointments, edit invoices and invoice items). This way they run the service without touching billing. Important: unchecking an action blocks the action, but doesn’t hide the screens: the staff member still navigates the menu.
• Billing reports (the company’s revenue): what protects these reports is the 6-digit administrator password. For an employee not to see the store’s revenue, the owner must keep this password secret (and change it if it leaked), without the 6-digit password, the billing reports don’t open.
• Access to client data: to require identification when opening a client’s record, turn on Ask for the employee when accessing client information in Advanced settings: the system then asks for the employee’s operator code to open the client’s data.

With calendar × without calendar

A staff member can have an active calendar (shows on the calendar to take visits) or be a staff member without a calendar (registered for commissions/operation, but without a calendar column). Use the tabs at the top of the form to switch between the two types.

⚠️ Heads up

The permissions (cancel appointments, change invoices, edit blocks) give power over operations and finances. Enable them only for whoever truly needs them.