How do I add a new staff member?

Congrats on your new hire! 🍾

To add a new staff member, navigate to the Staff tab on your computer or tablet, then tap the coral add button at the top right of your screen. This takes you to the add new staff screen.

⚠️ Please note that the ability to add and edit staff members is currently NOT available on mobile. This is something that we’ll be working on later this year!

On the add new staff screen, you’ll first be prompted to enter your new staff member’s email address. If they already have a PetPocketbook account, they’ll appear below the search field, and you’ll be able to add them to your team by simply tapping the add button. 

If they do not have an existing PetPocketbook account, tap fill out the new staff profile yourself, and you’ll be prompted to add their information. 

Once you’ve added your new team member in PetPocketbook, they’ll then receive a welcome email to confirm that they’re on your team (along with an activation link if they didn’t already have an existing PetPocketbook account) and a separate email with instructions on how to set up PetPocketbook on their phones and the basics of how to use our app on a day-to-day basis.. 🎉 

If they’re having any trouble with their account setup or need any help with using PetPocketbook, feel free to have them reach out to our support team directly!