How can I track sales by employee?

[jenniferbaby]

We are a small company of in-home physical therapists. My therapists take payment on their own device in the patient's home. Currently all of them are loggen in to my account. Is there a way for each transaction to show who received the payment? Since they are all logged in to my account, every transaction shows up as my own name for who took payment. It would be so helpful to be able to see payments attached to the therapist who received them.

[ryanwanner]

Yes there is @jenniferbaby !

I would recommend looking into the Mobile Employee option for your team. Basically, each employee logs in with their own email and password. They're linked to your account and can run payments just like if they were logged in as you.

This also allows you to restrict access so they only are able to make payments, not see all the reports and tweak items like someone with admin access can do.

Check out the Employees section of your Dashboard and this help file for more info!

[FastJacks]

looking to figure out a way that contractors (barbers) can log in on there own. and tell who did what service?

[ashc]

Hi @FastJacks! Welcome to the Community.

I moved your post to an existing thread that goes over how to track sales by employee.

The only update to @ryanwanner's post above is that it's called Team Management now and the ability to track employees will require the paid tier version of it.