On this Therapists page, where you can manage all the therapist or staff’s profiles. You can manually add and edit the profile, or upload information using an excel template.
1. On the Settings Dashboard page, click the “Manage” button for the Spa Therapists section.
2. Click the “Add Therapist” button to add a new therapist manually.
3. Enter the details of the new therapist. The user can select multiple roles.
4. For the “TREATMENT CATEGORIES”, click the drop-down arrow and choose a category. All treatments will show the same as the image below. The user can unclick the boxes if the therapist is not qualified to do a specific treatment within the category.
5. Click the plus “+” symbol to add a new category while clicking the trash symbol will remove the category.
Click the “Save Changes” button to finish.
6. To upload the therapist/staff list, you have to fill up the file using the template as the below image.
7. Click the “Upload XLS” button and attached the excel template to upload. You can also download the therapist list in an excel file.
8. The existing therapist will be displayed the same as the below image. The user can click the “Show Details” button to view the assigned treatments and rooms for the therapist.
9. Click the 3 dots to delete or edit the therapist’s profile.
Quiz – Choose the correct answer.
1. Can you choose multiple roles for a therapist?
a. Yes
b. No
c. Maybe
2. Are we allowed to import and export the therapist lists?
a. Yes
b. No
c. Maybe
3. Are you able to unassign specific treatment to a therapist within the category?
a. Yes
b. No
c. Maybe
If you need further assistance, please send an email to helpdesk@spa-tx.com