Invite an employee to their own portal

4 minutes read

Every employee gets a portal of their own that shows only their bookings and schedule. Everything starts on the "Staff" page.

Steps

  1. 1

    Add the employee

    Open "Staff" and tap "Add". In "Add staff member" fill in "Name", "Specialty (optional)" and "Short bio (optional)", add a photo if you like, then tap "Add".

  2. 2

    Send them the sign-in link

    On their card tap "Give login access", type their email in the email field and tap "Send invite". The link appears with "Copy link" and "Send on WhatsApp". It works once and lasts 7 days, and it goes to their email as well.

  3. 3

    They set a password

    They open the link and see "Set Your Password" with their name and your shop. They type a "New password" and "Confirm password" (at least 8 characters) and tap "Save & continue".

  4. 4

    Signing in

    From then on they sign in at wgtk.net/staff/login on the "Team Sign In" page with "Email" and "Password", then "Sign In". On your side their card changes from "Invite pending" to "Has login".

  5. 5

    What they see

    Their portal opens with a greeting by name, the tabs "Bookings" and "Schedule", a "My time off" card to close their days, and a "Record a visit" button for walk-ins. They do not see other people's bookings or the settings.

  6. 6

    Portal language

    At the top of their portal are the language buttons AR, EN, TR and HI: Arabic, English, Turkish and Hindi. The same buttons sit at the bottom of the side menu in your dashboard.

The result

The employee sees the day's bookings on their phone in their language, and you see "Has login" on their card.

Feature pageStaff accounts

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