How do I add staff, and how does a scan work?
Add someone. Open Team and tap "Add someone". Type their name and mobile number. A merchant chooses Staff or Manager. Tick their branches, or leave them all unticked for every branch.
Send the invite yourself. Tap Add. Team shows their row with "Send invite on WhatsApp": tap it, and WhatsApp opens on your phone with the invite ready to send. Enlave sends no message itself. Their row reads "Invited, not joined yet". Until they join, "Send again" sends it once more.
They accept the invite. The link opens "Join <your shop>'s team". They type that mobile number, tick the box to accept the terms and tap "Send code". We send them a code on WhatsApp. Once they enter it, they join under the name you typed and the scanner opens. WhatsApp updates stay off until they turn them on in the Menu. They can change their name in their Enlave card's profile. Later they sign in at /business/sign-in.
Managers. Only the merchant adds managers. A manager scans, and adds and turns off staff at their branches. Only the merchant handles billing, the agreement, the card and the join code.
Turn someone off. Tap "Turn off" on their row, then "Turn off" again. They can't open the scanner, and their visits stay. Tap "Turn back on" when they return.
Someone leaves for good. Tap More on their row, then Remove. With one branch, turn them off first, then tap Remove under their row. Someone invited who never joined can be removed straight away.
A scan in three steps.
- Open Scan.
- Point the camera at the member's QR. No camera? Type the member number.
- Read the name. Tap the perk to record it, or "Record a visit only".
Rules the scanner keeps. One visit per member per place per day. The perk once per member per day.
Practice first. Turn on Practice. It shows a sample card to scan. Nothing is recorded.
Your own team's cards are refused, so a staff member never counts as a customer.
"How to scan" on the scanner shows these steps in pictures. Show it to new staff.