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We're more than just payments. Find out what else Atoa can do.
By Natalie Davies and 1 other
5 articles

How to add and manage employees on Atoa

There are three ways for your employees to be added to your Atoa account. 1. Employees can scan the QR code on the app 2. Employees can scan the back of your in-store QR stand 3. Add employees manually on the Atoa business app or your dashboard Let us take you through each of these processes. 1. Employees can scan the QR code on the app - Go to the Atoa Business app homepage. - Tap the ‘Staff' tab. - Click ‘Add Staff’ and select ‘Show QR Code.’ thumbnail_image - Ask your staff to scan the same QR code.Add employees by scanning the QR code - They will be asked to enter their details. 2. Employees can scan the back of your in-store QR stand - Have your employee scan the back of your QR stand. - They will enter their name, number or email. - The business owner or a supervisor needs to approve the request. 3. Add employees manually on the Atoa business app or your dashboard - Tap the 'Staff' tab. - Select 'Add Staff. - Manually enter the employee's information. - Hit 'Done' and that's it. How to approve employee requests When employees add their details on Atoa, a request will be sent to you for approval. These employee requests will appear on your ‘Staff’ page. Click on the ‘Requests’ tab to accept or decline. Set access levels Choose "cashier" (payments only) or "supervisor" (payments and management). You can also set custom roles with our Add-ons. staff request screen How to delete staff on Atoa? Need to remove a team member? You can do this easily through the Atoa business app or your dashboard. Here’s how: - Select the staff member you want to remove. - Click on the delete icon in the top right corner. - Hit ‘Confirm’ to complete the deletion. And that’s it! Your team is now updated.

Last updated on Oct 30, 2024

How do bulk payment links work?

What is the bulk payment link feature? Atoa's bulk payment link feature helps you save time by sending multiple payment links simultaneously. How do I send bulk payments? - Head over to the Links button on the left of your Atoa dashboard select the Bulk Payments tab. - Download the sample Excel template (.xlsx or .csv format) and clear the values in the first three columns - payment amount, phone numbers and notes. - Replace the dummy data with your customer and payment details. You can set custom fields as optional or mandatory to match your needs. - If you have multiple locations, enter each specific name in the location column for accurate payments. For single locations, just use the default option for all location cells. - Go to the bulk payment link section on your dashboard and upload the completed file. The system will process it and check for any errors. - You will get a message if the file has errors or if it is good to go. - In case there are issues—like invalid phone numbers or payment amounts that don’t fit the range—don’t worry! You can download the file again and fix it quickly. - Once everything looks good, send out the payment links. - You can track payment statuses and send reminders for any pending payments right from the Atoa Dashboard. Remember, you can send a maximum of 100 payment links at a time. FAQs What if I need to send more than 100 messages at once? If you need to increase the limit, you can contact our support team. We will process your file and send payment links to all the phone numbers you’ve provided by SMS. Is this feature available on the Basic plan? You can access this feature by upgrading to our Advanced Add-on. Find out about the other features you can unlock with this plan on our pricing page. What does the Excel template include? The template includes sample details to guide you. It includes columns for payment link amount, mobile number, notes (options), and location name. What are the benefits of this feature? Time-saving: Say goodbye to the hassle of creating individual links for each transaction. More time for what really matters. Customisations: Set up flexible custom fields to fit your business needs perfectly. Improved tracking: Enjoy better management and reconciliation of payments for a smoother experience.

Last updated on Nov 19, 2024