Getting Started: Adding staff
You add staff in much the same way you add children. For staff, the fields that we recommend filling out at minimum to get started are: First Name, Last Name, Date of Birth, and Primary Email.
Importing staff data
As with children, the eyworks team can help you import staff data into the system. Fill out the import template that we provide as a CSV document. Each column represents a different field in the staff profile. Type information into the relevant columns, with each new row representing a new staff member.
Send this template to us and we’ll import the data for you.
Adding staff manually
- Click on
Staff/Practitioners in the sidebar.
- Click on the
icon in the top right.
- Fill out the relevant information in each tab of the Staff Profile (see next page).
- Click Save.
On the next page, we’ve included an explanation of what the different fields in the staff profile do. Refer to this if and when necessary.
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Congratulations on reaching the end of Step 5, and the end of the Getting Started guide! You are now an eyworks expert however if you still have questions, our support team are always happy to answer them.