How to get here
Click on Staff in the left menu.
Find the employee you want to edit.
Click the employee's name to open their profile.
Click the pencil icon in the top right corner to edit.
You are now on the Edit employee page.
Step-by-step guide
1. Update profile picture (optional)
On the left side of the form you can see the employee's current profile picture. Click the picture to upload a new one. Supported file types are JPEG, PNG and GIF. The image is automatically cropped to a square format. If you do not upload a new image, the existing one is kept.
2. Edit personal details
Here you can update the employee's basic information:
First name (required) – The employee's first name.
Middle name (optional) – The employee's middle name.
Last name (required) – The employee's last name.
Email (required) – Email address for login and notifications.
Phone number (required) – The employee's phone number.
Date of birth (required) – The employee's date of birth.
Gender (required) – Select from the available options.
3. Change employee colour
Use the colour picker to select a new colour for the employee. The colour is used in calendars and schedules to make it easier to identify employees.
4. Update roles
Under Roles you can add roles, remove roles and update the employee's access level. The Owner role can only be assigned by users who already have owner rights themselves.
Important: If an employee's roles or permissions are changed, the employee must log out and back in again on all systems for the new permissions to take effect. Changes only apply once a new login session has been created.
5. Update employee groups (optional)
Under Employee groups you can add or remove the employee from groups. Groups are used to organise employees, e.g. Trainers, Reception or Morning shift. New groups can be created directly from the dropdown.
6. Update payroll ID (optional)
If your payroll system uses an employee ID, you can enter it in the Payroll employee ID field. The field is used for internal reference only.
7. Change centre
Select which centre the employee should be linked to. All employees must be linked to a centre.
8. Update address
Address (required) – Street and number.
Postcode (required) – Postal code.
City (required) – City.
Country (required) – Select a country from the list. If the country is changed, phone number validation updates automatically.
9. Update job title (optional)
Enter the employee's job title, e.g. Head Instructor, Reception or Trainer. The job title is shown on the employee's profile.
10. Set general availability (optional)
Select which days the employee is generally available. This is useful for flexible employees who can take shifts without having a fixed scheduled shift.
11. Edit profile text (optional)
Use the text editor to update the employee's profile text or description. Depending on the setup, the text may be shown publicly.
12. Configure notifications (optional)
Receive notification on purchase – The employee is notified of new purchases.
New member notification – The employee is notified when new members are created.
13. Save changes
Click Save changes in the bottom right corner. The system checks the details, updates the employee, uploads the new profile picture (if selected) and shows a green "Update successful!" message. You are then taken back to the employee's profile.
14. Delete an employee
Click Delete employee in the top right corner and confirm the deletion in the dialog box. The employee is removed from the system and you are taken back to the employee list.
Do you need help?
Write to us at support@bookingboard.io and we will help you.