Creating Provider Groups

Modified on Tue, Aug 9, 2016 at 5:11 PM

Setting up provider groups makes set up easier by being able to group your employees into job classifications. For example, stylists, colorists, massage therapists, etc. You can set up a general profile for your employee job classifications with a general price, but you may customize pricing per Provider as well.

Definition: A Provider is anyone one (employee or any service provider such as a Stylist, Cosmetologist, Esthetician, Nail, Specialist, Natural Hair Styling Specialist , Waxing Specialist

Definition: A Provider Group is a group of employees who are classified according to their specialties and the pricing level they charge for their services.  Example of provider groups may include Level 1 Stylist, Nail Technicians or Facials techs.

  1. Click Setup on the top toolbar. 

  2. Click Provider Groups on the left toolbar. 

  3. Click Local Provider Groups on the left toolbar. 

  4. Click + button and enter the name of the Provider Group you want to create.

  5. Click OK

  6. Continue these steps for all of your Provider Groups. 

  7. To view the employees who are members of a group, simply click on the group name. 

  8. To add employees click + on the "Members" list. 

  9. Select the employees from the list on the right hand side pane.   Clicking on the employee will add them to the Provider Group.

  10. Click Cancel to close the pane.

  11. You changes will be automatically saved.  After you have finished setting up the Provider Groups, click cancel to exit the screen.

    SalonTouch Studio - Creating Provider Groups:

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