{"id":4020,"date":"2026-11-13T15:07:47","date_gmt":"2026-11-13T12:07:47","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/appointments\/the-employee-panel\/"},"modified":"2026-11-13T15:08:36","modified_gmt":"2026-11-13T12:08:36","slug":"the-employee-panel","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/appointments\/the-employee-panel\/","title":{"rendered":"The Employee Panel"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Giving an Employee a Login<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>HR<\/strong> on the navigation menu and select <strong>Employees<\/strong>.<\/li>\n\n\n\n<li>Open the employee with <strong>Edit<\/strong> and make sure their <strong>Email<\/strong> is filled in.<\/li>\n\n\n\n<li>Tick <strong>Can Log in<\/strong> and click <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The employee gets an invitation by email to set their password. Once signed in, they find <strong>My appointments<\/strong> in their menu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">My Appointments<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>My appointments<\/strong> lists the bookings made with the employee, the latest date first, with the date and time, the appointment, the customer&#8217;s name and phone, and the status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25-1024x576.png\" alt=\"\" class=\"wp-image-4025\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25-640x360.png 640w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150823\/image-25.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking a booking shows its details, the customer&#8217;s email and phone, and the answers to the questions. Once the appointment&#8217;s time has come, the employee clicks <strong>Mark as completed<\/strong> or <strong>Mark as no-show<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26-1024x576.png\" alt=\"\" class=\"wp-image-4026\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26-640x360.png 640w, https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150829\/image-26.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> Employees don&#8217;t see the bookings of others, and they can&#8217;t book, move or cancel bookings. Your team does that from <strong>Appointments &gt; Bookings<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Their Dashboard<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>My upcoming appointments<\/strong> widget lists the employee&#8217;s next appointments. It&#8217;s on their <strong>HR<\/strong> dashboard; they can also add it to any dashboard of theirs with <strong>Add Widget<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Emails Employees Get<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>When they are added to an appointment:<\/strong> the appointment&#8217;s name, length, days and hours.<\/li>\n\n\n\n<li><strong>When a booking is made with them,<\/strong> and when one is cancelled.<\/li>\n\n\n\n<li><strong>A reminder<\/strong> before each appointment, as the appointment&#8217;s <strong>Reminders<\/strong> sets.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2026\/11\/13150814\/07-the-employee-panel.mp4\"><\/video><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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 The employee gets an invitation by email to set their [&hellip;]<\/p>\n","protected":false},"author":126,"featured_media":0,"parent":3960,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-4020","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/4020","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/126"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=4020"}],"version-history":[{"count":2,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/4020\/revisions"}],"predecessor-version":[{"id":4027,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/4020\/revisions\/4027"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3960"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=4020"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=4020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}