Getting Started with Teams: Team Member

 

Welcome to your team account! Whether you're brand new to GlossGenius, or have been a member with us before, we'll help you get started on your new Teams Account! What you will see when you first log in will depend on the Role & Permissions assigned to you by the account owner. Below are few steps to help you get started with your new Teams account! 

 

Service Providers:

• If you have the "Manage Services" permission enabled, you will be able to assign which services you perform! Services need to be assigned to your profile if you wish to be bookable on the online booking site! The owner of the account can easily assign services by tapping into your team member profile > assigned services > and selecting the services you provide.
• Be sure to set your working hours! Set your hours by tapping into Settings > My Work Schedule. To block off individual days or time on your calendar click here.
• Add details to your profile such as customizing your "About" section and adding your social accounts! You can add a biography, your social media links, and picture to your account by tapping into Settings > Personal & Contact Info.

• If you need helping transferring data in your account, let our team know! We'd be happy to personally transfer your client list, service, retail, and future appointment data from another app, website, contact list, or even a paper appointment book. Learn more down below:

  I have an existing account, but now moving to a Teams account

  I am brand new to GlossGenius and have data from another source

   

Accountants:

• In the bottom right of the app tab bar, tap "More" > "Reports" and then select the type of report you want to run. You can pull a report for a specific team member, or for all the staff! The report will send to the email associated with your account. 
• Available Reports 
• Create Monthly, Quarterly, or Annual Reports

Marketers:

• If you're ready to do some marketing, we can help you out! Check out "Email Marketing" for email blasts and "Text Marketing" for SMS text blasts! Both can be found under the "More" tab at the bottom right of the GlossGenius home screen.
• Send a Mass Message
• Marketing FAQs