Adding New Users
It is important for each user of BodyShop Booster to have their own unique login. It is a great way to track which user does what in the system, it allows for different customers to be assigned to different staff, and it allows for users to customize their settings for their individual workflows. This article will explain the different types of users and how to add them to your BodyShop Booster's user list.
There are two main types of user accounts. They are HQ users and SHOP users. They have different functions and both serve different purposes.
HQ level users are designed as admin or supervisory users. They are designed to view multiple SHOP locations. HQ users can also make global changes to settings, automation, and email templates across all users and shops. Finally, they don't receive the day-to-day notifications that SHOP users receive.
SHOP level users are designed for everyday use with interactions between the user and customer base. Changes made to settings, automation and email templates are user-specific. They receive internal staff notifications and customize their workflow to an extent.
New users can be added by clicking on Users & Notifications on the left-side menu. New users can be added in the HQ area and the SHOP area, based on your permissions. To add a new user, click on + New User under the type of user you want to add.
Fill in the new user’s name and email address. The email address is used to login and will also receive notifications. The Text Number is optional, and should only be a cell phone number that can receive texts. It is only used to send notifications to and will not be shared with your customers.
Notifications can be configured in the user’s profile as well. You can do this now as you set up each user or you can come back at a later date. You can also just use the default settings. Within the notifications, you can set the user’s Do Not Disturb hours for receiving notifications as shown below.
Once completed, make sure to hit Save and then set up a password.