Adding or Editing an Employee Template

To get to Employee Templates, type emptemp into the Convobar, or go to Meevo > Data > Employee Templates.

To add an Employee Template

This topic discusses how to create the Employee Templates that you will then apply to employee profiles. For guidance on applying Employee Templates to employee profiles, see Tips on Setting Up Employee Profiles.

  1. From the Employee Template search form, select Add New.
  2. Enter a Display Name and optional Description.
  3. Text and Background: This determines the text and background colors of the employee's column header in the Appointment Book. In the example below, the Appointment Book Style Background is set to a shade of blue.

  4. Employee Category: Choose a category to add it to the list. You can repeat this step for other categories.
  5. Configure the Options:
  • Price level: Select the default price level clients will be charged for a service that this employee is not configured to perform. If a service the employee does not perform is pulled into the register, Meevo will match up this setting with the price level configured in the service definition to determine the price. However, if you change this setting, Meevo will prompt you asking if this Price Level should apply to all of this employee's services (Can Perform and otherwise).
  • Display prompt when double booking this employee: A conflict message appears if any user attempts to double-book this employee in the Appointment Book. Go here for an explanation of conflict message options.
  • Allow sales: Employee's tile is a selectable option in register to receive credit for sales. Note that employees who are booked to perform a service appear in the Smart Receipt on checkout regardless of the status of this option.
  • Allow tips: Employee can receive tips from clients at the register.
  • Include in Overall Productivity Calculations: Includes the employee's productive time in your business' overall productivity reports such as the MA060 and Smart Tiles. If this option is not selected, this employee's time will be excluded from all productivity calculations, regardless of whether or not the Work Activity is configured as "productive."
  • Show on schedule: Allows you to manage the employee's schedule in  Schedule Manager. Deselect this option if you do not need to schedule this employee, or if you are managing employee schedules outside of Meevo.
  • Bookable online: Employee can be booked through Online Booking.
  • Enable Intelli-Booking: Makes this employee eligible for Intelli-Booking timings. See Using Intelli-Booking for more details on this feature.
  • Default Appointment Book View: Select the default view (All, My Day, My Week, or Cascade) that the employee will see when opening Appointment Book. A Cascade view, when enabled, sets the employee column order based on when an employee is scheduled to work: from left-to-right is earliest start time to latest start time.
  1. When finished, select Save.
  2. For definitions on the remaining template options, see the applicable topic below:

To edit an Employee Template

Applying a template does not "attach" the template to the profile. There is no ongoing relationship between a template and a profile, so you can edit an Employee Template, and profiles that had this template applied to them will remain unchanged.

Note: Some fields may not be editable if the current location is not the item's Home Location. 

  1. Locate the Employee Template and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.