To deactivate a Worker who does not perform services:
- Click the Menu Icon (≡), click Setup > Setup Workers > Worker Detail
- Select the Worker to deactivate
- Uncheck the Active checkbox
- Enter the Termination Date
- Click Save
For Workers who perform services and provided notice that will not be working after a certain date:
- From the Appointment Book, select BOOK OUT TIME
- Select Worker
- Select Every 1 Days
- Start Date is the date they will stop working
- Start Time is the earliest they come in
- End Date should be 1 year or more (the goal is to block in-store and online bookings)
- End Time is the latest they typically work
- On or after the Start Date, click on the Book Out Time Appointment and click DELETE ALL, then see above for how to deactivate a worker that does not provide services.
For Workers who perform services and the business still needs to move the terminated worker's appointments around:
- Click the Menu Icon (≡), click Setup > Setup Workers > Worker Detail
- Select the Worker
- Change the Password (this step will block the Worker from logging in)
- Retype the Password
- Go to the Hours Tab, remove all Online Booking Hours
- Leave the In Store Hours as-is
- Click Save
- Go to the Appointment Book and modify the appointments as needed.
- Once completed moving the appointments, see above for how to deactivate a worker that does not provide services.
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