Your team, what each of them can see, working hours and leave.
Give someone their own login so their appointments show against their name and they only see what they need to. You do not set their password — PetDesk emails them an invitation and they choose it themselves.
Every staff login has a role. Admin can do everything including settings and billing; Staff covers day-to-day bookings, customers and animals but not reports or settings; Accountant sees transactions and reports but not customer details. Change a role with the pencil icon in Staff Management. When someone leaves, set them to not active rather than deleting them.
Staff are available across your normal business hours unless you switch on Custom Working Hours for them, which lets you set the specific days and times they work. PetDesk then stops offering them for appointments outside those hours, online and in the diary. Custom hours cannot extend beyond your business opening hours.
Everyone requests their own leave from My Account, including administrators. Administrators review the team's requests under Settings then Staff Holidays, which opens filtered to Pending. Approved leave appears in the diary so nobody is booked while away. The Require admin approval switch can be turned off so staff approve their own.
You can change your own password whenever you like without asking an administrator — it is under Settings, then My Account. If you cannot log in at all, use Forgot password on the login screen and we will email you a code that lasts five minutes.
Settings then Locations covers extra premises. Permanent locations have a regular weekly schedule, Recurring ones a repeating pattern such as the last Friday of the month, and Ad-hoc ones specific dates only. Each location has its own assigned staff, so nobody is offered for a branch they never work at. Ignore this page entirely if you work from one address.
If you can't find the answer here, raise a ticket from inside PetDesk and it comes straight to us.
