How To Setup Staff Logins – SetMore

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By Cassandra @ Setmore

Writer, editor and scheduling product expert at Setmore Appointments.

Once you have created your SetMore account to manage appointments your customers book from your website, it is a good idea to offer your staff members an online appointment calendar. SetMore’s appointment scheduling software makes sure that each of your staff members or service providers have their own appointment calendar, so they can quickly scan all their appointments without having to dig into their email Inbox.

To enable an online calendar for appointments that your staff members can access, you can set-up staff logins at your SetMore account. Here is how you do it:

1. Login to your SetMore Account and click on “Settings”.

Change SetMore account setting
2. On the left sidebar, click “Staff Members” to create the login.

Create SetMore staff member login
3. Choose the ‘Staff Member’ name that you wish to create login for. Click on the name and choose “ON” next to ‘Staff Login’ option.

Click on staff login to activate
4. The staff login will be created in your SetMore account and an email will be sent with the login credentials. This is how the staff member appointment sheet will appear:

Staff login enables viewing only your own schedule
Please note that staff members will not have administrative privileges in your account, so they won’t be able to update your business information or change anything. Moreover, one staff member will not have access to see or modify the appointment calendar of another staff member.

Video Transcript

Hi! I am Jessie from SetMore.

I am going to show you how to set up your staff logins today.

It’s really easy, all you have to do is go to settings and find the staff member that you want to create a login for. And once you found that staff member, just click on “on” next to staff login. And that will trigger an email sent to them with their login and password.

So this is the email the staff member would receive it has their login and their temporary password. And they can use this by going to my.setmore.com, the regular login screen putting in the login and password and signing in. And you can see that they will only have access to their own schedule with no administrative privileges.

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5 Responses

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  • Hi,

    I solved the problem – thank you.

    • How did you solve the problem? I’m having the same issue.

      • Hi Betty, let’s go over some quick-fix solutions first. 1) Make sure the staff profile has a valid email address. 2) Once you enable the staff login, an email invite will be sent to your staff member. In that email there will be a link to create a password for the staff account. Your staff member will have to act on it within 5-10 minutes before the link expires. Staff can then log in from https://my.setmore.com with their username and password.

        If you continue to hit a wall, message our 24/7 support team by clicking the chat bubble in the lower right corner of your account. They can also manually set a temporary password if needed. Thanks!

  • Just a question. How long will it take for a login to be created and sent to staff?

    • Hi, I have set everything up and included 2 staff members with emails. When I set the Staff Login to ON, last night, I still have not received any email to that address yet.

      How long should this take?

      I have tested the email and it does work.

      I have tried turning of the login and turning it on again.
      It still does not do anything.
      This will have no value if the staff cannot log in. Am I doing something wrong?