Staff Member Dashboard
The Staff Member Dashboard is exclusively accessible to staff members, offering a streamlined and user-friendly interface to manage appointments and services efficiently.
Staff Panel Compact Mode with BookingPress
With BookingPress Version 2.1 and higher, staff members can utilize the Compact Mode, providing a refined dashboard view with access permissions configured by the admin. For more details on access settings, click here.
Dashboard Overview
Key Metrics and Summary
From the Dashboard, staff members can quickly review key business metrics, including:
- Total Number of Appointments.
- Number of Approved Appointments.
- Number of Pending Appointments.
- Revenue
- Customers
- Total Commission
Technical Analysis and Insights
The dashboard provides an in-depth Technical Analysis of:
- Appointments
- Revenue Trends
- Customer Insights
Upcoming Appointments Overview
Staff members can also view their upcoming appointments along with essential details such as:
- Service Name
- Appointment Status
- Appointment Date
Calendar View
The Calendar section enables staff members to efficiently filter and manage appointments.
The Features include:
- Service-based Filtering: Quickly sort appointments based on assigned services.
- Customer Search: Locate specific bookings by entering the customer’s name.
- Status Filtering: Easily categorize appointments by their current status.
Apart from that, staff members can also be able to view the bookings via Calendar (whether in Month, Week, or on a daily basis).
Appointments Management
The Appointments section offers flexible options for viewing and managing bookings:
Staff members can easily filter appointments by date range, customer name, service type, or status.
If admin permissions allow, staff members can also manage and delete appointments. One more thing, if you have Location Addon activated in the back-end, staff members can also manage appointments as per locations.
Timesheet Management
The Timesheet section empowers staff members to control their availability by managing:
- Working Hours: Set daily working hours with break times.
- Holidays: Configure one-time or recurring holidays.
- Special Days: Define unique working schedules for specific days based on service assignments.
My Profile
From the My Profile section, staff members can update their personal information, including:
- Name
- Phone Number
- Email Address
- Note
My Services
The My Services section allows staff members to:
- View all assigned services.
- From here the staff member can also Edit the staff pricing for assigned services directly from this section.
When Custom Service Duration is set up, the staff member can edit the individual unit price for the services as well.
Note: These capabilities must be enabled by the admin from BookingPress → Settings →Staff Members.
Notifications
Now, Staff Members will be able to see their upcoming Appointment notification by clicking on the Notification Icon from the Top Right Corner of the page.
Switching Between Compact Mode and WordPress Admin
If the Staff Member has the allowance for accessing the Admin Panel from BookingPress → Settings → Staff Member Settings, then the customer can simply click on the WordPress Icon top right-side corner of the page next to the Notifications button.
Access wordpress admin panel
Now, if the Staff Member again wants to return to the Compact Mode then, he can click on the Profile option, and then click on the Compact Mode.
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