Staff Members

Staff members are the people working in a company in various roles. Each of them can be assigned an account that allows access to the application.

Softvision Agenda allows creating three types of staff members:

• Operators: these are the people directly involved in providing the service. For example, in a physiotherapy center offering massage services, the operator is the person who performs the massage.
• Secretaries: this type of operator can only manage the calendar by creating or modifying appointments.
• Administrators: this is the default operator created together with the account. Their main role is system configuration, but they can also perform operator or secretary roles. This is common in small businesses (e.g., a single-doctor clinic).

In a way, within appointments, staff members play a role similar to resources. If one or more services require a specific operator, the system will prevent double-booking the same staff member for overlapping services.

For operators and administrators involved in appointments, it is possible to indicate the staff member’s capacity (the number of simultaneous appointments they can handle) and the color assigned to appointments involving them (if appointments are colored by staff member rather than by service).

Google Calendar Synchronization

From the staff management window, it is also possible to enable synchronization with Google Calendar.