In KennelBooker we have two ways to set up customer accounts.
Individual Accounts - You can set each user up with their own log into the system, staff sign into their account with their email address and there password. You can also restrict staff access to certain parts of the system (see below).
Multi-User Accounts - You create one login to the system that everyone shares, this allows you to keep the office computer(s) logged into KennelBooker for their entire day.
You can add an additional level of security to this account by making it a multi-user account, which lets you add staff codes for each member of staff, staff will then need to provide this staff code when making bookings or cancelling bookings (see below).
Role Based Access Control
You can restrict access to the following features and parts of the system:
Daily Reports, Financial Reports, Settings, Marketing Features, Online Payments Settings, Shop/Sales Feature, Access to individual bookings types, Access to customers lists and full customer profiles.
Go to the Staff Accounts link in the settings area.
Click on the [Add Account], on the page that opens up add in the staff members name and email address.
You can also specify if the staff member should receive the daily overview email we send each morning, and if they should receive email notification of new online bookings.
You can also restrict access to certain parts of the system and certain booking types.
The staff member will receive an email asking them to set a password. Staff accounts with a status of pending mean that the customer has not set a password yet. You can resend the confirmation email.
To set up a multi-user account, firstly create a standard account using the instructions, then towards the bottom of the staff account page click on the Multi User account toggle.
Enter there details and a staff code to add them to the system.