{"id":1044,"date":"2024-01-28T09:16:44","date_gmt":"2024-01-28T07:16:44","guid":{"rendered":"https:\/\/wellnessunityhub.com\/documentation\/?p=1044"},"modified":"2024-01-28T18:59:29","modified_gmt":"2024-01-28T16:59:29","slug":"front-end-employees-panel","status":"publish","type":"post","link":"https:\/\/wellnessunityhub.com\/documentation\/2024\/01\/28\/front-end-employees-panel\/","title":{"rendered":"Front-end Employees Panel"},"content":{"rendered":"\n

Front-end Employee Panel allows you to offer your employees an easy way to manage their appointments and events and edit their profile from the front-end page without the need for logging into WordPress. On our demo site here<\/a> you can take a look and try our Front-end employee panel.<\/p>\n\n\n\n

THIS IS FOR INFORMATION PURPOSES, WELLNESS UNITY HUB WILL CONFIGURE ALL THESE SETTINGS FOR YOU WITH YOUR INITIAL SETUP<\/p>\n\n\n\n

Content<\/strong><\/p>\n\n\n\n

How to enable and set the Front-end employees panel
<\/strong>Set employee\u2019s password for the front-end panel
How to Add Front-end Employee Panel to the Page<\/p>\n\n\n\n

How to enable and set the Front-end employees panel<\/strong><\/h3>\n\n\n\n

To enable the Panel go to the Settings page<\/strong> and open Roles Settings<\/strong>. On the first Employees tab, you will see the \u201cEnable Employee Panel<\/strong>\u201d option.<\/p>\n\n\n

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\"Employee<\/figure><\/div>\n\n\n

Once you\u2019ve enabled this option a new option called \u201cEmployee Panel Page URL\u201d<\/strong> will appear. Here you need to paste the URL of the page on which the Panel shortcode will be placed, in order to be able to send the link to your customers via notifications.<\/p>\n\n\n\n

Please, be aware to add a placeholder to the notifications in which you want to send the Employee Panel URL, you can find it in the <\/> Show Email Placeholders<\/strong> on the email notifications page or you can just paste %employee_panel_url%<\/strong> placeholder.<\/p>\n\n\n\n

Choose options that employee will have on the panel<\/h3>\n\n\n\n

By default, employees can see their own appointments and events on the front-end employee panel. In our Roles Settings you can define more options that employees will have:<\/p>\n\n\n\n

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  • Configure their services \u2013 this option allows employees to assign services and set their own capacity and price for each service.<\/li>\n\n\n\n
  • Configure their schedule \u2013 this option allows employees to set their working hours and specific schedule for each service and location.<\/li>\n\n\n\n
  • Configure their days off \u2013 this option allows employees to set their days offs.<\/li>\n\n\n\n
  • Configure their special days \u2013 this option allows employees to create days when they will have some other specific working schedule than it is set in working hours for each week.<\/li>\n\n\n\n
  • Manage their appointments \u2013 this option allows employees to add new appointments or edit existing ones assigned to them.<\/li>\n\n\n\n
  • Manage their events \u2013 this option allows employees to add new events or edit the existing ones assigned to them.<\/li>\n<\/ul>\n\n\n
    \n
    \"Employee<\/figure><\/div>\n\n\n

    One note:<\/strong> Option to go to the employee\u2019s profile or to log out you will find once you click on the arrow beside the employee\u2019s email address in the header (take a look at the picture below).<\/p>\n\n\n

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    \"Employee<\/figure><\/div>\n\n\n

    Set employee\u2019s password for the front-end panel<\/h3>\n\n\n\n

    To be able to enter the panel employees will have to enter their own email and password. Both, the email address and the password admin sets in the employee\u2019s profile on the back-end. To set this, open the Employees page, click to add an employee or edit an existing one, enter the email address and add a password in the field \u201cEmployee Panel Password\u201d<\/strong>. Once you click Save to save the employee\u2019s profile an email with a password and link to the employee panel will be sent to the employee.<\/p>\n\n\n

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    \"Employee<\/figure><\/div>\n\n\n

    Don\u2019t worry, the employee will also have an option to change the password that the admin sets on the back-end once logged in to the panel. Option for changing the password you will find in the bottom left corner of the details tab on the Employee\u2019s profile.<\/p>\n\n\n\n

    To set the template of this email go to the notifications page, choose the \u201cTo employee\u201d<\/strong> tab, and on the bottom, in Other Notifications, you will see \u201cEmployee Panel access\u201d<\/strong>.  Click on this and the template will appear so you can edit it. By default, this notification will be enabled which means that each employee will receive a notification once you add a password to their profile.<\/p>\n\n\n\n

    How to Add Front-end Employee Panel to the Page<\/strong><\/h3>\n\n\n\n

    The Front-end employee panel can simply be added to the page on your WordPress website by adding the shortcode like you have added shortcodes for one of the front-end booking forms.<\/p>\n\n\n\n

    There are three possible shortcodes for the Employee Panel, so if you use only Services in Wellness Unity or only Events, there is a possibility to show only one of them in the Panel using different shortcodes.<\/p>\n\n\n\n

    Go to the Pages, click on the \u201cAdd New\u201d and add the shortcode. There are two ways of adding the shortcode, depending on whether you are using Gutenberg or Classic editor.<\/p>\n\n\n\n

    If you prefer using the\u00a0Classic editor<\/strong>, once you go to the \u201cAdd a new\u201d page you will see the \u201cAmelia\u201d insert shortcode button in your TinyMCE editor. After you click on it, the Wellness Unity booking widget will open. Select\u00a0Wellness Unity Employee Panel<\/em>\u00a0and check the boxes for Appointments or Events or both, depending on what you want to have in the Panel.<\/p>\n\n\n\n

    Once you\u2019ve added the shortcode, click on the \u201cPublish\u201d button to save your changes and publish the page. After you publish the page you can view it by clicking on the \u201cView page\u201d button on the left-hand side, or by clicking on the URL on the right-hand side of the page.<\/p>\n\n\n\n

    If you cannot find the shortcode, these are the possible three shortcodes for the Customer Panel which you can copy and paste to your page: <\/strong><\/p>\n\n\n\n

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