The Employee Panel

Your employees can sign in to Akaunting and see the appointments booked with them: who is coming, when, and what they answered. They mark each appointment completed or no-show once it has taken place. They see only their own bookings.

Giving an Employee a Login

1. Go to HR on the navigation menu and select Employees.
2. Open the employee with Edit and make sure their Email is filled in.
3. Tick Can Log in and click Save.

The employee gets an invitation by email to set their password. Once signed in, they find My appointments in their menu.

My Appointments

My appointments lists the bookings made with the employee, the latest date first, with the date and time, the appointment, the customer’s name and phone, and the status.

Clicking a booking shows its details, the customer’s email and phone, and the answers to the questions. Once the appointment’s time has come, the employee clicks Mark as completed or Mark as no-show.

Note: Employees don’t see the bookings of others, and they can’t book, move or cancel bookings. Your team does that from Appointments > Bookings.

Their Dashboard

The My upcoming appointments widget lists the employee’s next appointments. It’s on their HR dashboard; they can also add it to any dashboard of theirs with Add Widget.

Emails Employees Get

• When they are added to an appointment: the appointment’s name, length, days and hours.
• When a booking is made with them, and when one is cancelled.
• A reminder before each appointment, as the appointment’s Reminders sets.