Staff Members can be managed in the Staff Members & Roles section of CloudBridal. It’s a good idea to add all of your staff into CloudBridal, even if they don’t need to have their own CloudBridal account. If you click the New Staff Member button, you will be able to set the following fields:
After creating a staff member, you can click the green pencil icon to edit the staff member, which provides the following additional options:
In the Manage Staff Members table, you are given an overview of your active staff. Additionally, you have the following options:
Roles are an important way to define the permissions that a staff member has. By default, there is a single role: the Admin role, which has full access to your account. This special role cannot be deleted or modified. You have the ability to add additional roles as well by clicking the New Role button. Doing so will open a dialog with the following fields:
At the moment, the bonus calculation that CloudBridal uses is intended to reward sales associates for maintaining a high sales ratio relative to the number of appointments that they run. Be aware that the bonus is only calculated for Bridal Dress sales in the date range specified for the Staff Member report in the Reports tool. The formula is as follows:
(Total Sales – (Total Appointments * Minimum Bonus Ratio)) * Bonus Per Item Sold
CloudBridal allows you to configure the following fields:
This can certainly be confusing, and may not be applicable to your store’s setup, so don’t feel obligated to use this bonus calculation in any capacity. You can always run your own reports through the Reports tool and calculate your bonuses accordingly.