Guide category
Staff and clients
Add and manage the staff, clients and sites your organisation works with.
Step-by-step guides
- Create a site Add a house or service location to BondiByte with its type and address, so you can link clients and staff to it and roster shifts there.
- Create a client Add a client with just their name, then complete their profile in Edit client with contact details, address, site, representative and plan contacts.
- Create a staff member Add a staff member with their name and email, choose whether to email them a login setup link, then complete their profile when you have the details.
- Give a staff member login access Send a staff member their login details so they can sign in to the BondiByte Staff App. Covers resending, setting a password, Bulk invite and removing access.
More setup guides
Other guide categories
Need help with this part of BondiByte?
Book a demo and we can walk through it with your organisation's setup.