How to Add a New Staff Member in Kenko

Before setting up classes, appointments, or courses, it's crucial to create your staff profiles in Kenko. Follow these steps to add a new staff member:

Step-by-Step Guide

1. Navigate to Setup: Go to the Setup section and select Staff.

2. Add Staff: Click on Add Staff to begin the process.

3. Update Staff Details: Fill in the following information:

   • Email address

   • Phone number

   • First name

   • Last name

   • Profile image

   • Gender

   • Pronouns

   • Date of birth

   • Address

4. Set Permissions: Determine the permissions for the staff member:

   • Instructor Permission:

     • If enabled, the staff member will appear in the instructor drop-down when creating classes, appointments, and courses.

     • If disabled, they will not appear in the instructor drop-down. Use this setting to ensure only actual instructors are assignable.

     • Turn on for instructors or trainers; turn off for front desk staff, managers, or admin roles.

   • Assign Leads:

     • Enable this if the staff member handles sales or follow-ups.

     • Disable it for non-sales roles.

   • Assign a Role:

     • Choose the appropriate role from the drop-down menu.

     • Ensure roles are created in your roles and privileges settings beforehand.

5. Finalize: Once all details are correctly entered, click Add Staff.

And that's it! Your staff member is now added and ready to be assigned to services on Kenko.