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How do I create a login for my receptionist/front desk staff?
How do I create a login for my receptionist/front desk staff?

Administrative assistant logins or user accounts

Angela avatar
Written by Angela
Updated over a week ago

When setting up users on Schedulicity, there are two different kinds of limited logins: provider logins and front desk logins. The difference between these two is a service provider offers services or classes and a front desk login is like a receptionist login, or someone who doesn't offer services.

❗Limited access logins will have full access to the appointments, classes, and clients pages on the account, but will be unable to access the account settings or marketing pages. They also have to the Schedule Report on the account that would show current and cancelled bookings.

We recommend using provider/front desk logins since it's a great way to track who has booked or edited appointments. Keep in mind that the limited logins will have full access to the client's page but wouldn't be able to export a Complete Client List.

To create a front desk login:

  1. Go to Settings and select Front Desk

  2. Select +Add New

  3. Enter in the front desk user's name and their email address

  4. Save!

👉 Your coworker will be sent an email prompting them to create their own password for the account! If they don't receive the email for some reason, they can log in and then select Forgot Password and this will send them a new one and they'll be good to go!

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