SimpleSpa Documentation
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  • SimpleSpa Documentation
  • Scheduling Software
    • What is Scheduling Software
    • What is Salon Software
    • What is Spa Software
    • What is Medical Scheduling Software
    • What is Medi-Spa Scheduling Software
    • What is Microblading Software
  • Guides
    • General
    • Adding your first Service/Staff
    • Creating your first Appointment
    • Creating your first Transaction/Checking out a Client
  • Fundamentals
    • Dashboard
      • Overview
      • Viewing Appointments
      • Viewing Transactions
      • Making a Sale
      • Birthdays
    • Appointments
      • Calendar
      • Creating an Appointment
      • Appointment Status
      • Appointment Notes
      • Appointment Checkout
      • Creating a Block
      • Cloning a Block
    • POS
      • Recording a Sale
      • Balances & Deposits
      • Multiple Payment Methods
      • Processing Credit Cards
      • PCI Compliance
      • Common Checkouts & Tutorial Walkthroughs
        • Accepting Multiple Payments
        • Using Gift Certificates in Checkout
        • Accepting Appointment Deposits
        • Adding a Balance to a client
        • Assigning Staff during Checkout
        • Prompting and Collecting Tips
        • Applying Discounts during Checkout
        • Applying Notes & Change Calculator
    • Hardware
      • Receipt Printing
      • Thermal Receipt
      • Receipt Printer Setup
      • Cash drawer / Till
      • POS Terminal
    • Staff
      • Managing Staff
      • Fields and Settings
      • Calendar
      • Commissions Tab
      • Weekly Schedule Tab
      • Block Hours on Calendar
      • Breaks Tab
      • Clock In/Out Tab
      • How to Clock In/Out
      • Assigning Specialties
      • Staff Login
    • Clients
      • Managing Clients
      • Files
      • Images
      • Notes
      • Appointments
      • Transactions
      • Packages
      • Forms
    • Services
      • Managing Services
      • Fields and Service Settings
      • Adding Form(s) to Services
      • Assigning Resources to a Service
    • Products
      • Managing Products
      • Fields and Products Settings
      • Assign Tax Rate to all Products
      • Inventory
      • Orders
      • Vendors
    • Gift Cards
      • Gift Cards & Gift Certificates
      • Selling Gift Cards/Certificates
      • Sending Gift Cards/Certificates
      • Using Gift Cards/Certificates
      • Reloading Gift Cards/Certificates
      • Viewing Balance Gift Cards/Certificates
      • Viewing History Gift Cards/Certificates
      • Apple Wallet
    • Packages
      • Managing Packages
      • Selling Packages
      • Redeeming Packages
      • Manually Adjusting Clients Package Balance
      • Memberships
    • Forms
      • Managing Forms
      • Additional Settings
      • Additional Questions (Form Editor)
      • Assigning to a Service
      • Sending a Form
    • Users
      • Manage Users
      • User Roles
      • User Password
    • Discounts
      • Managing Discounts
      • Applying Discounts
    • Expenses
      • Managing Expenses
    • Online Booking
      • Your Custom Booking URL
      • Multiple Bookings
      • Accepting Deposits for Bookings
      • Linking & Embedding Online Booking
      • Adding a Holiday
      • Waitlist
    • Notifications
      • Email Notifications
      • SMS/Text Notifications
    • Marketing
      • Campaigns
      • Creating a New Campaign
      • Image Campaign
      • AI Campaign Generator
    • Mobile Device Support
      • iOS (iPhone & iPad)
      • Android
    • Browser Support
  • Extras
    • Video Walkthroughs
      • Creating your first appointment
      • Using the POS & completing an appointment
      • Making a sale without an appointment
      • Demo Walkthrough
    • FAQ
      • Is there anything to install?
      • Can I import my existing data to SimpleSpa?
      • How much does SimpleSpa cost?
      • Where can I get a SimpleSpa perpetual license?
      • How do I convert my SimpleSpa free trial to a paid subscription?
      • What kind of computer do I need?
      • What countries do you support?
      • How can I view the timestamp an appointment was created?
      • Do I need to download updates to my computer?
      • Does SimpleSpa have online booking?
      • Is online booking in my language?
      • How does SimpleSpa handle double booking for online appointments?
      • Does SimpleSpa send appointment reminders?
      • Does SimpleSpa send SMS/Text reminders?
      • How much does SMS/Text Notifications cost?
      • How can I add SMS/Text Notifications to my account?
      • Are the SimpleSpa Marketing Tools included in my plan?
      • I am already paying for SMS Notifications is SMS Marketing included in my package?
      • What businesses can use SimpleSpa?
      • Can I brand SimpleSpa with my logo?
      • Can I process Credit Cards with SimpleSpa?
      • What type of Credit Card Integration does SimpleSpa Support?
      • How can I disable Credit Card Auto-fill in Chrome?
      • Do plans have a minimum contract?
      • Can I downgrade my plan?
      • I am trying to login but it is redirecting to SimpleSpa.com
      • Does SimpleSpa Support Parallel Bookings
      • Does SimpleSpa support multiple business locations?
      • My online booking hours show different availability than what I have set in the staff page
      • I am a third party processor/reseller, can I work with SimpleSpa?
      • My staff will work on a different schedule on a specific date, can SimpleSpa handle this?
      • My online booking is not showing availability although I am available in my calendar
      • SimpleSpa HIPAA
      • How does SimpleSpa transmit data securely?
      • How is the data on the SimpleSpa network protected?
      • Can you provide me with more information about your data centers?
      • SimpleSpa iOS
  • API
    • SimpleSpa Enterprise API
      • Appointment Endpoint
      • Client Endpoint
      • Service Endpoint
      • Staff Endpoint
      • Ideas & Inspiration
      • Integrations
        • Zapier
        • Make.com
        • OpenAI
        • OpenAI & Cron Jobs
        • Ideas: Marketing Campaigns with Zapier, Make.com, Integrately
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On this page
  • Staff Image/Icon
  • General contact information
  • Working Slots
  • Commissions
  • Preferences
  1. Fundamentals
  2. Staff

Fields and Settings

PreviousManaging StaffNextCalendar

Last updated 6 months ago

SimpleSpa allows you to customize various settings for each staff/provider including:

Staff Image/Icon

You can click on the person icon on the top which will bring up a file picker so you can upload the staff/providers image or an icon

General contact information

Here you can add the staff/providers contact information, this information is only visible within your business and does not display in the online booking page besides the staff name (if staff selection is enabled in the online booking options)

Working Slots

It is important to note that Staff hours and availability will be within the business location hours so you may need to adjust both the working hours along with the business hours found in the Settings > Locations > select your location > Location Hours tab

Commissions

Service Flat rate percentage of the commission for all services sold using the POS, setting this will be effective for transactions occurring after this has been set Product Flat rate percentage of the commission for all products sold using the POS, setting this will be effective for transactions occurring after this has been set Hourly Rate Used for calculating Clock In/Out cost and the cost of actual service time

Preferences

Can Login If the provider has an email on file, this checkbox will appear - toggling it on will send a welcome email and the staff will be granted staff access to SimpleSpa to view their own schedule, if Can Login has already been set a new user will be created in the users page with the staff/providers email, you can manage and manually reset their password at any time Appointment Notifications Based on the Email, and Mobile number SimpleSpa will send notifications Show Online Show the staff to be bookable online Hide Calendar Hide the staff from the visible Appointments calendar Color Code Set a custom color for the providers scheduled appointments, this will show as a discrete colored bar in each appointment along with status color codes

Set the days and hours the staff/provider will be working, to copy the Monday Hours press the button, to copy the Business Location hours press the button