After successfully logging in to your new account, you can now create your employees.
You have various options for this, on the one hand you can upload a CSV file and on the other hand you can use the “add a user” button.
The CSV upload is particularly useful if you want to add a larger number of employees.
Please download the CSV template beforehand using the "CSV template" button. Open the downloaded file in a spreadsheet program of your choice, in this example this is OnlyOffice.
When opening the file, set the character encoding to "UTF-8" and the separator to "comma" so that the file is displayed correctly.
There are examples in the template that you should delete or overwrite, otherwise an error message may occur or the wrong employee may be added to your company.
Enter your employees according to the format shown.
Please note that you enter your employees' existing email addresses, as the system will automatically send them an email with a random password and an employee account will be created.
With this employee account, employees can manage their appointments and carry out online appointments.
After you have saved the CSV file, please upload it to the system using the "Upload users" button.
The file is processed by the system and the employees are created.
If you want to create employees manually, you can do this by clicking on the "+ Add a user" button.
You can then enter all of the employee’s data in the input mask. If you haven't created a business unit yet, you can set it up for employees later.
next Step