Managing a single Employee
Working with the Employees list and search page
Employee Time Zone<\/p>\n\n\n\n
When referring the “Wellness Unity Employee”<\/strong> it refers to the creation of a user on the Booking plugin and not on WordPress (we are not referring that your employees work for us … lol)<\/p>\n\n\n\n Let\u2019s begin with creating the first employee. Go to the \u201cEmployees\u201d<\/strong> page on the back-end, click on the \u201cAdd Employee\u201d<\/strong> button or the \u201c+\u201d<\/strong> button on the bottom right side of the page, and the \u201cNew Employee\u201d<\/strong> dialogue will appear. We will now go through the options:<\/p>\n\n\n\n It consists of:<\/p>\n\n\n\n Please note:<\/strong>\u00a0To link the employee to an existing WordPress user, that user needs to have the \u201cWellness Unity Employee<\/strong>\u201d user role. If you don\u2019t want to change the role of your user, you can use plugins like \u201cUser Role Editor\u201d, which allow you to add multiple user roles to a user. After you add the \u201cWellness Unity Employee\u201d user role, that user will appear in the\u00a0WordPress User<\/strong>\u00a0drop-down menu in Wellness Unity Employee\u2019s profile.<\/p>\n\n\n\n Important:<\/strong>\u00a0Do\u00a0not<\/strong>\u00a0add additional roles to your\u00a0Administrator<\/strong>\u00a0users and do not mix Wellness Unity\u2019s roles. Each role has its own set of capabilities and mixing them can cause issues with the plugin.<\/p>\n\n\n Please note that after choosing the Google account your employee will be synced with, you may be presented with the \u201cThis app isn\u2019t verified<\/strong>\u201d screen.<\/p>\n\n\n Please note: If you assigned a custom price and capacity for the employees, please be careful when you are changing this setting in the service. If you change the price or capacity for that service you will see a message to choose whether you want to apply this setting only for the service or for all assigned employees. If you click to change it for all employees you will override your custom employees settings.<\/p>\n\n\n\n Please note: After you set these options you can experience two issues:<\/p>\n\n\n\n To see a different availability on the front-end that doesn\u2019t match your settings \u2013 If you experience this please check whether you have set your Timezone in the\u00a0WordPress General Settings\u00a0and whether you have enabled Show booking slots in a client time zone in\u00a0General Settings. To see all dates in the calendar as unavailable \u2013 This can happen if you set service duration longer than your periods in working hours are, so the service cannot fit in the schedule.<\/p>\n\n\n Please note: employees can also edit their information, schedule, days off and special days. For each of this action, you have an option in the\u00a0Roles Settings<\/a>\u00a0so you can choose what they will be able to do. Of course, before that, you need to add\u00a0Wellness Unity Employee\u00a0user role to each of them so they can log in and access their profile.<\/p>\n\n\n\n Once you\u2019ve set it all, click on the \u201cSave\u201d button and your employee will appear on the \u201cEmployees\u201d page.<\/p>\n\n\n\n You can have one or as many employees as you need, and you can choose how to show them on the back-end of the plugin, and easily search or sort them. This is especially important for companies with a large number of employees.<\/p>\n\n\n\n On the \u201cEmployees\u201d page you have several search options: by name, by service, by location, and two options to sort them by name: ascending and descending. These options will make your search easier in those situations where you have a large number of employees.<\/p>\n\n\n There are also two options to show employees on the page:<\/p>\n\n\n\n In both, you will see an availability status for each employee, their name, email, and phone number. In the list view, you have an additional option \u2013 to mark and delete several employees at once.<\/p>\n\n\n\n Click on the employee and the \u201cEdit Employee\u201d <\/strong>dialog will appear with three new buttons in the bottom left corner: \u201cDuplicate\u201d<\/strong>, \u201cHide\u201d<\/strong> and \u201cDelete\u201d<\/strong>. While the \u201cDuplicate\u201d<\/strong> and \u201cHide\u201d<\/strong> options are available for both, administrator and manager, the \u201cDelete\u201d<\/strong> option is only available for the administrator.<\/p>\n\n\n\n The \u201cDuplicate\u201d<\/strong> option is the first of three and helps you configure the settings. If you have several employees with the same location, assigned services, working hours, and breaks, you can easily duplicate the first one you\u2019ve created, and just change the name, email, and a few others if you need. In that way, you can create a list of your employees much faster. After you click to duplicate the employee and confirm this action, the copied version will open. The only difference is that this copied version will not enter email, as you cannot have two or more employees or customers with the same email address.<\/p>\n\n\n With the \u201cHide\u201d<\/strong> option, you can temporarily hide an employee from the website front-end, without needed to permanently delete him\/her. You will find this option right next to the \u201cDuplicate\u201d<\/strong> button in the \u201cEdit Employee\u201d<\/strong> dialog. When you hide an employee it will still be visible on the back-end of the plugin with a hidden sign, but it will not be visible on your front website.<\/p>\n\n\n Please note: If you hide an employee which was the only one assigned to the service and\/or location, the service and\/or location will automatically be hidden as well.<\/p>\n\n\n\n While \u201cDuplicate\u201d<\/strong> and \u201cHide\u201d<\/strong> options are available for managers and administrators, the \u201cDelete\u201d<\/strong> option is available only to the administrator. You can use a \u201cDelete\u201d<\/strong> option when you want to permanently delete an employee. You have two options to do so:<\/p>\n\n\n\n Either way, you can delete employees without any appointments or with only appointments in the past, but you cannot delete employees that have appointments in the future. Once you click on a delete button you will see a message that will inform you of the number of appointments and the ability to delete.<\/p>\n\n\n\n Please note: If you delete an employee that has had appointments in the past, those appointments will be deleted as well.<\/p>\n\n\n\n The time zone set in your WordPress general settings applies to Wellness Unity as well, but the employees can be set in a different time zone than the one set here. If this is the case, they will have their schedules set in their own time zones and they will\u00a0receive notifications for appointments and events accordingly. This option is available both on the back-end in the employee profile on the Employees page, where the admin can choose the time zone for the employee and on the employee panel where employees can set it up for themselves.\u00a0<\/p>\n\n\n\n By including employees\u2019 time zones, Wellness Unity unlocked a new possibility:\u00a0being able to book past midnight!<\/strong><\/p>\n\n\n\n In the past, your employees could only provide appointments within a business day, and no appointment could go past midnight into another day. From Wellness Unity 4.6 onward, you\u2019re able to configure your employee\u2019s work hours from 22:00 \u2013 24:00 (on Monday, for example), and from 00:00 \u2013 02:00 (on Tuesday), and then create a 4-hour long Service. Your customers would then be able to book an appointment from 10 PM on Monday, until 02 AM on a Tuesday.<\/p>\n\n\n\n Employees will find this option when they login to the panel and go to the My Profile section. When the profile sections open, you need to select the time zone you are in and save the changes.<\/p>\n\n\n And that\u2019s it.<\/p>\n\n\n\n * Please note that you need to click on your mail address in the panel and select the profile option and change the time zone there.<\/p>\n\n\n\n The time zone option you see in the picture below only serves as a temporary filter that can show you when your appointments will be in different time zones.<\/p>\n\n\n\n This option is useful if you travel often, but if you do not change and save the time zone on your profile, all appointments will be displayed according to the time zone that is set in WordPress.<\/p>\n\n\n When referring the “Wellness Unity Employee”<\/strong> it refers to the creation of a user on the Booking plugin and not on WordPress (we are not referring that your employees work for us … lol)<\/p>\n","protected":false},"excerpt":{"rendered":" Employees in the Wellness Unity are those who perform a service. It is necessary to have at least one employee created for the plugin to work properly. This option is specifically for companies with several employees to make it easier for them to manage and track their appointments, their availability, and the services they provide.… Read More »Employees<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[22,21,20],"tags":[],"class_list":["post-1037","post","type-post","status-publish","format-standard","hentry","category-appointments","category-configurations","category-documentation"],"gutentor_comment":0,"_links":{"self":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1037"}],"collection":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/comments?post=1037"}],"version-history":[{"count":2,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1037\/revisions"}],"predecessor-version":[{"id":1042,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1037\/revisions\/1042"}],"wp:attachment":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/media?parent=1037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/categories?post=1037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/tags?post=1037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Managing a single Employee<\/h3>\n\n\n\n
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![\"Wellness](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2020\/08\/New-employee-detailes-amelia-booking.png\" "\\"New-employee-detailes-amelia-booking\\"\/")
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![\"Wellness](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/name.png\" "\\"Amelia")
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![\"Wellness](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_018-1.png\" "\\"Amelia")
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![\"Employees](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2020\/08\/Outlook-calendar-sync-in-Amelia-Booking-1024x164.png\" "\\"Outlook")
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![\"Connect](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2020\/08\/Connect-Zoom-User-and-Amelia-Employee--1024x163.png\" "\\"Connect")
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![\"Add](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2020\/08\/Front-end-Employee-Panel-Password.png\" "\\"Front-end")
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![\"Employee-time-zone\"](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2022\/10\/Screenshot-from-2022-10-24-12-48-39.png\" "\\"Employee-time-zone\\"\/")
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![\"Employee-description\"](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2022\/10\/Screenshot-from-2022-10-24-12-53-12.png\" "\\"Employee-description\\"\/")
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![\"Employee](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2020\/08\/Amelia-Booking-Employee-Note.png\" "\\"Amelia")
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Click on the + button and new options will open, choose a time in the \u201cWork Hours\u201d option, choose services that the employee will offer in that period of time, and then choose a location. It is possible to set different locations for different periods in a day or days in a week. In the employee\u2019s details you can still set a one default location, so if your employee works on only one location just set it in the\u00a0\u201cDetails\u201d<\/strong>\u00a0tab and you don\u2019t have to set it in the work hours for each period since the default location will be automatically added to all periods. However, if you have multiple locations for one employee you will be able to choose one location for each time period that you create here.<\/li>\n<\/ul>\n\n\n\n![\"Work](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2019\/08\/Screen-Shot-2019-08-15-at-16.57.21.png\" "\\"Work")
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![\"Employee's](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_010.png\" "\\"Amelia")
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If you have services that are only provided from time to time (not on a daily or a weekly basis), this feature is for you. You can simply delete the working hours and just use the special days, and the calendar on the front-end will show the first available appointment slot. This is useful especially for services that happen from time to time. The customers won\u2019t need to search for a date. Instead, the month with the available date will be shown right away.<\/li>\n<\/ul>\n\n\n![\"Special](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2019\/08\/Screen-Shot-2019-08-16-at-18.50.59.png\" "\\"Special")
<\/figure><\/div>\n\n\nWorking with the Employees list and search page<\/h3>\n\n\n\n
![\"Amelia](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_011.png\" "\\"Amelia")
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![\"Employees](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/screencapture-sports-wpamelia-wp-admin-admin-php-2018-06-11-17_31_51.png\" "\\"Amelia")
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<\/figure><\/div>\n\n\nDuplicate, Hide and Delete option<\/h4>\n\n\n\n
![\"Duplicate](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_012.png\" "\\"Amelia")
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![\"Delete](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_015.png\" "\\"Amelia")
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![\"Delete](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2018\/06\/Selection_016.png\" "\\"Amelia")
<\/figure><\/div>\n\n\nEmployee Time Zone<\/h3>\n\n\n\n
![\"Employees](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2022\/04\/Screen-Shot-2022-04-19-at-12.33.54-PM.png\" "\\"Screen")
<\/figure><\/div>\n\n\n![\"\"](\"https:\/\/wpamelia.com\/wp-content\/uploads\/2022\/04\/Screen-Shot-2022-04-19-at-12.43.08-PM.png\" "\\"Screen")
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