Staff App Setup

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Mobile App Installation

Get your staff up and running with Tiquo’s iPhone and iPad applications for seamless mobile business management.

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Download & Installation

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App Store Download

1. Search: Look for “Tiquo Staff” in the App Store
2. Download: Install the app on staff iPhone and iPad devices
3. Requirements: Ensure devices meet minimum iOS/iPadOS 14.0 requirements
4. Updates: Enable automatic updates for security and feature updates

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Account Setup

1. Login Credentials: Provide staff with their Tiquo account credentials
2. Initial Login: Staff log in using their web dashboard credentials
3. Device Registration: Device automatically registers with your business account
4. Permission Sync: App permissions sync with web dashboard role settings

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Staff Account Configuration

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User Roles & Permissions

• Admin: Full access to all features and settings
• Manager: Booking management, staff coordination, and reporting access
• Staff: Service delivery, customer check-ins, and basic booking management
• Reception: Customer management, booking coordination, and payment processing

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Service Assignments

1. Skill Mapping: Assign services based on staff qualifications and certifications
2. Availability Settings: Configure when each staff member is available for bookings
3. Location Assignment: For multi-location businesses, assign staff to specific locations
4. Backup Coverage: Set up backup staff for important services

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App Features Training

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Core Functionality

• Calendar View: Navigate the booking calendar and appointment scheduling
• Customer Check-in: Process customer arrivals and update appointment status
• Service Notes: Add notes and updates to customer appointments
• Payment Processing: Handle payments through mobile interface integration

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Advanced Features

• Customer Profiles: Access customer history, preferences, and loyalty status
• Inventory Management: Update product inventory and track usage
• Staff Communication: Coordinate with team members through in-app messaging
• Reporting: View performance metrics and daily/weekly summaries

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Mobile Workflow Setup

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Daily Operations

1. Clock In/Out: Staff check in at start of shift through mobile app
2. Schedule Review: Review day’s appointments and any special notes
3. Customer Preparation: Check customer preferences and appointment history
4. Service Delivery: Update appointment status throughout service delivery
5. End-of-Day: Complete daily tasks and review performance metrics

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Customer Interaction

• Arrival Management: Check customers in upon arrival
• Service Updates: Update appointment status in real-time
• Upselling Opportunities: Suggest additional services or products
• Feedback Collection: Gather customer feedback after service completion

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Troubleshooting Common Issues

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Login Problems

• Credential Issues: Verify username and password are correct
• Network Connectivity: Ensure strong Wi-Fi or cellular connection
• App Updates: Update to latest version if experiencing issues
• Account Sync: Contact admin if permissions aren’t syncing properly

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Performance Issues

• App Performance: Restart app if it becomes slow or unresponsive
• Data Sync: Check for sync issues if data isn’t updating properly
• Battery Optimization: Ensure app isn’t being restricted by battery saving modes
• Storage Space: Ensure adequate storage space on device

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Security & Best Practices

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Device Security

• Screen Lock: Require passcode/biometric lock on all staff devices
• App Lock: Enable additional app-level security if available
• Automatic Logout: Configure automatic logout after inactivity periods
• Lost Device Protocol: Procedures for handling lost or stolen devices

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Data Protection

• Customer Privacy: Train staff on customer data protection policies
• Information Security: Guidelines for handling sensitive business information
• Communication Security: Secure handling of customer communications
• Incident Reporting: Procedures for reporting security incidents

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Training & Support

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Initial Training Program

1. App Navigation: Basic navigation and feature overview (30 minutes)
2. Daily Workflows: Practice common daily tasks and procedures (45 minutes)
3. Customer Interaction: Role-play customer scenarios and problem resolution (30 minutes)
4. Troubleshooting: Common issues and resolution procedures (15 minutes)

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Ongoing Support

• Help Documentation: In-app help and documentation access
• Video Tutorials: Short video guides for complex features
• Refresher Training: Regular training sessions for new features
• Peer Support: Encourage experienced staff to help train new team members

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Performance Monitoring

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Staff Performance Metrics

• Efficiency Tracking: Monitor how quickly staff complete tasks
• Customer Satisfaction: Track customer feedback for individual staff members
• App Usage: Monitor app usage patterns and feature adoption
• Training Needs: Identify areas where additional training might be helpful

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Business Impact

• Productivity Gains: Measure improvement in operational efficiency
• Customer Experience: Monitor customer satisfaction improvements
• Revenue Impact: Track revenue increases from mobile app usage
• Cost Savings: Calculate time and cost savings from mobile automation