Employee Management

Employees are the people who actually provide services at your locations — the stylists, therapists, trainers, or whoever makes the magic happen. In WantVisit, an "employee" is a user account linked to a specific location. Before someone can take appointments, they need to exist here.

Overview

The employee management page lets you:

• Add users as employees at a specific location
• Set their position and availability state
• View employee details at a glance
• Link employees to schedules and services

Important: An employee must have a user account first. If the person doesn't have one yet, head over to User Management to create or invite them.

Selecting a Location

Employees are tied to a specific location, so you need to select one first.

Use the cascading dropdown at the top:

1. Select a company
2. Select a branch (location)

The employee list will update to show only employees at the selected location.

Adding an Employee

To add a new employee to a location:

1. Click "Add a new company employee"
2. Select a user from the dropdown — this lists users who belong to your company
3. Set their position (e.g., "Senior Stylist", "Massage Therapist")
4. Choose their state: Active or Not active
5. Submit the form

Employee States

Each employee has a state that controls their visibility in the scheduling system:

Active

The employee appears on the calendar and can receive appointments. This is the normal state for a working team member.

Not Active

The employee is hidden from scheduling. Clients won't see them as an option when booking. Use this for:

• Employees on extended leave
• Seasonal staff who are currently off
• New hires who aren't ready to take clients yet

TIP

Setting an employee to "Not active" is a great alternative to deleting them. Their record stays intact, and you can reactivate them anytime.

Employee Cards

Each employee is displayed as a card showing:

• Avatar — their profile picture
• Name — first and last name
• Position — their role at this location
• Email — contact email
• Phone — contact phone number
• Status badge — color-coded indicator showing Active or Not active

Setting Up a Schedule

After creating an employee, a prompt will appear asking if you want to set up their work schedule.

• Click "Go" to jump straight to the schedule configuration
• Or skip it and do it later from the Employee Schedule settings

INFO

An employee without a schedule won't have available time slots for appointments. Don't forget to set up their schedule after adding them.

A schedule-less employee is like a restaurant with no menu — technically open, but nobody can order anything.

Editing an Employee

To update an employee's details:

1. Click the edit button on their card
2. Modify their position or state
3. Save your changes

Removing an Employee

To remove an employee from a location:

1. Click the delete button on their card
2. Confirm in the dialog

INFO

Removing an employee only deletes the employee record at this location. The underlying user account remains intact. If the same person works at another location, their record there is unaffected.