Employee Overview
Learn how to easily add and manage employees in Client Diary
There are a few steps necessary in Client Diary to successfully set up a new employee.
Click on the Links Below to Read the Individual Topic’s link
Employee Management
Adding a New Employee
Do you need to add a new employee? This link provides all the steps.
Add/Edit Employee Details
Perhaps you need to update your employee’s name, add a mobile number or change their PIN? Follow this link.
Add Employee Profile Photos
Learn here to add an employee profile photo, so that your clients can recognise your staff when booking online.
How to Remove an Employee
If you no longer have an employee working you, learn here how to remove an employee in Client Diary.
How to Re-activate an Employee
If you have made an employee inactive in Client Diary and need to re-active them to gain access to their details / calendar etc., this document will show you how to do this.
How to View Active, Inactive and All Employees and Different Locations
Learn how to view the different Employee lists.
Other Employee Tools
Setting up Employee’s Custom Fields
Uncertain how to use the Custom Fields feature. This link will help.
Setting up Employee’s Targets
What about employee targets? Here’s how to set targets.
Employee Rosters
Need help setting up your employee’s rosters?
How to Set up Employee Rosters
Employee’s Service Skills
Do you have employees that can do some Services and other employees who can’t. To ensure correct bookings are made with the correct employee, learn how to assign Services to your employees here.
Assign Employee’s Service Skills
Email Employees Their Next Day’s Appointments
Do you want your employees to receive an email with their appointments for the next day they work. This link will show how to set this up.
Email Next Day Appointments to Employees
Employee Day Sheet
Would you like to easily print off your employee’s upcoming appointments. The following steps on how to do this can be found here.
Employee Security
Client Diary enables you to set up certain security settings to ensure your database is secure. The following documents will take you through the different security settings avaialble.
Employee Security Groups
The following link will help you set up your employee security groups, assign different access levels and control which parts of the software each employee can view.
Setting up Employee Security Groups
Auto Log-Out
The inactivity auto log-out feature works by setting how long an employee stays logged in before automatically logging them out.
Disabling Employee Access to the Database from Outside the Business
Learn how to ensure no one can access your database from outside the workplace.
Preventing Employees Accessing Your Database Outside of the Business
Preventing Staff from Accessing Another Site’s Calendar
This link shows you how to restrict employee access to other Sites/Locations calendars.
Restricting Employee Access to Another Site’s Calendar
Preventing Staff From Accessing Another Site’s Reports
This link will show you how to restrict employee access to other Sites/Locations reporting.
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