This video demonstrates how you can resolve duplicated staff member occurrences. A duplicated staff member can be caused by a mistake in data entry. This shows how to determine which staff record is primary- the one you'll want to keep, how to delete and merge staff member records, rename staff, tie the staff member and user record together, and login as that user/staff member to ensure setup is accurate. Follow along with the video, or the screen shot instructions below. If you are unable to see the Staff member on the Calendar, check out: Add Staff to the Calendar
Note: You will need to move all Appointments and Sales that have been assigned from the current Staff member to a "Target Staff" record, before deleting the Duplicate. You should always Merge the record which has fewer Appointment and Sales into the Staff member with more records related to them. The Target Staff should be the Staff with more related records.
The next page will give the option to add an 'End' date to the Staff or delete the staff. Notice the records in red are all of the records that the Staff member is assigned to. To delete the Staff:
▪ Click the magnifying glass next to 'Target Staff' and select the other duplicate Staff member.
▪ Click the 'Copy Notes' and 'Copy Attachments' checkboxes to ensure all Notes and Attachments get merged over.
▪ Click 'Delete'.
