Getting Started

Adding and Managing Staff Members

Use this guide when setting up the team members who appear in bookings and daily operations.

Open staff

Add the team

Staff profiles help the calendar show who can provide each service. Add every person who should appear in booking or daily scheduling tools.

Estimated time: about 5 minutes per staff member if the service list is ready.

  1. Open Staff from the workspace navigation.
  2. Select Add staff, enter the staff member details, and review the weekly schedule.
  3. Select Next to choose the services this person can perform.
  4. Save the profile.
Keep staff profiles active only for team members who should appear in daily booking work.

Assign services and hours

Service assignments control what customers can book with each staff member.

  1. Open the staff member profile.
  2. Select Next to open service assignments.
  3. Search by service or category, select a full category when useful, or use Select all services.
  4. Check only the services that person can perform, then save.

All checked services are available to that staff member. If no services are checked, that person will not be offered for bookings or Turns until services are assigned.

Review the weekly schedule against Business Hours, then test a common service on the booking page.

Keep the list current

Update the staff list when someone changes their schedule or stops taking bookings.

  1. Deactivate staff who should not appear online.
  2. Update schedules before a new week starts.
  3. Reorder staff if your front desk prefers a specific display order, then run the Go-Live Checklist.