Purpose

Detailing the steps taken by CuHa when a salon request help with removing a User.

Scope

For internal Timma / CuHa use.

Definitions/Acronyms

  • User: Person using Timma Pro.
  • Main User: Person with contract and admin rights in Salon.

Procedures:

Salon contacts Timma via Phone

Step 1: Communication

  • Step 1.1: Ensure person has permission to remove by e-mail / Chat to Main User
  • Step 1.2: Send instructions to Main User
  • Step 1.3: Send confirmation for removal date

Step 2: Hallinta

  • Step 2.1: Adjust billing for User to be removed
  • Step 2.2: Set removal date for User

Instructions if you must give them on the phone:

  • Step 1.1 Where do you remove User

    Note! Must be admin

  • Step 1.2: Remind them to take care of future bookings

  • Step 1.3: Advise regarding Customer register (If they have permission, where they can get it)

  • Step 1.4: Remind if they have unpaid invoices

  • Step 1.5: How to hide User from calendar

    • If they don't want to remove immediately
    • Need access to reports / worktimes
  • Step 1.6: Removing worktimes

    • How to remove automatic worktimes
    • How to remove future worktimes
  • Step 1.7: Removed User can be reinstated (Accidentally remove the user)

  • Step 1.8: Multiuser on terminal, contact CuHa for that separately

  • Step 1.9: Remember to take out your reports (to avoid potential disputes)

  • Step 1.10: Where to get marketplace information