Square Appointments: How do I change the role assigned to my Staff Member?

CutAndCaboodle — Thu, 07 Dec 2017 20:00:11 GMT

Hi! I just got an email from Square that says I need to update the role for one of my Staff members. Can you walk me through that process?

Re: Square Appointments: How do I change the role assigned to my Staff Member?

Sean — Thu, 07 Dec 2017 20:15:14 GMT

Hey @CutAndCaboodle! It's a pretty quick change, so I can definitely lay these steps out for you:

2. Locate the Staff member you want to update.

3. Update the role by clicking the dropdown and navigating to the new desire role. Most likely the “Service Provider” role will be the best fit.

4. Save your changes.

Hope this helps. Also, please let me know if you run into any hiccups!