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How do I set up front desk staff roles?

How do I set up front desk staff roles?

Posted by Support Team on September 10, 2020 — Updated on June 6, 2025

This guide will walk you through the process of setting up front desk staff roles.

1. Click the three-dot menu

Click the three-dot menu next to the Account tab to reveal additional tabs.

Click the three-dot menu

2. Click “Trainers”

Click the “Trainers” tab.

Click 'Trainers'

3. Click “Add New Staff Member”

Click the “Add New Staff Member” button

Click 'Add New Staff Member'

4. Staff Member Details

Fill in the Staff Member Details.

Staff Member Details

5. Select a Role

Click the ā€œselect a roleā€ link and select ā€œFront Desk Staffā€ from the drop-down list.

Select a Role

6. Click “Add Staff Member”

Click the “Add Staff Member” button.

Click 'Add Staff Member'

This guide covered the steps to set up front desk staff roles.

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