Add staff & set schedules
Add the people who provide your services, choose what each of them can do, and set when they work, so online availability matches reality.
Add a team member#
- Go to Settings → Team and choose Invite user.
- Pick Send an invite (they get a secure link to set their own password) or Set a password (you give them a temporary one).
- Enter their Email and Display name, and choose a Role. See Team members, roles & permissions.
- If you run several locations, tick the ones they work at. Leave all unchecked for access to every location.
- Leave the staff link empty to create a new bookable member, or link the login to an existing calendar.
- Optionally tick Assign to all services. It is off by default, so you can choose their services later in Settings → Services.
A pending invite can be resent or revoked from the same list. If your plan caps the number of team members, the extra ones are shown as capped until you upgrade.
Edit a member#
Choose Edit on their row to change the display name, login email, role, password or Active status. Changing the login email signs them out; they sign back in with the new address and their existing password.
Their public profile#
Choose Profile on a bookable member to set the Public profile clients see: photo, Title, Bio, Specialties and Display order. Turn off Show on booking page to hide someone from online booking; they stay bookable from the console.
Hours and time off#
Each member's working hours and days off are set on the Availability page. See Staff hours, alternating weeks & special hours and Block off time.
Call your team what you like#
Under Settings → Business info → Staff terminology, set the word your business uses (stylist, therapist, coach). Clients see it on the booking page and it replaces "staff" across the console.
How clients get a team member when they book (choose themselves or auto-assign) is set in Online booking settings.