Team Setup
Configure your team members with appropriate roles, schedules, and permissions.Adding Team Members
Sending Invitations
1
Navigate to Team
Go to Settings → Team
2
Click Invite
Click Invite Member
3
Enter Details
Email address
4
Select Role
Choose their role
5
Send
Invitation is sent
Bulk Invitations
Invite multiple people:- Click Bulk Invite
- Enter emails (one per line)
- Select common role
- Send all invitations
Role Assignment
Available Roles
| Role | Description | Best For |
|---|---|---|
| Owner | Full access + billing | Business owner |
| Admin | Full access | General manager |
| Manager | Location-level | Store manager |
| Staff | Operations | Service providers |
| Viewer | Read-only | Accountant, consultant |
Choosing Roles
Owner
Owner
- Manages billing and subscription
- Can delete organization
- Transfer ownership
- All admin capabilities
Admin
Admin
- Manage all settings
- Add/remove team members
- Access all data
- Cannot manage billing
Manager
Manager
- Manage assigned locations
- View reports for locations
- Manage local staff schedules
- Cannot change organization settings
Staff
Staff
- View and manage bookings
- Access customer information
- Process payments
- Cannot access reports or settings
Staff Profiles
Profile Information
For each staff member:| Field | Purpose |
|---|---|
| Name | Display name |
| Photo | Profile picture |
| Title | Job title |
| Contact email | |
| Phone | Contact phone |
Service Capabilities
Assign services each staff can perform:- Go to staff profile
- Click Services
- Select services
- Set skill levels (optional)
Scheduling
Regular Schedule
Set weekly working hours:1
Open Staff Profile
Navigate to the staff member
2
Go to Schedule
Click Schedule tab
3
Set Hours
Configure hours for each day
4
Assign Locations
Set which locations they work at
5
Save
Schedule is active
Time Off
Manage absences:- Vacation days
- Sick leave
- Personal time
- Training days
Schedule Overrides
For specific dates:- Extended hours
- Reduced hours
- Special events
Location Access
Assigning Locations
1
Open Staff Profile
Select the staff member
2
Go to Locations
Click Location Access
3
Select Locations
Check accessible locations
4
Save
Access is updated
Per-Location Settings
Different settings per location:- Working hours
- Services offered
- Role level
Permissions
Fine-grained Control
Beyond roles, control specific actions:- Create bookings
- Process refunds
- View reports
- Edit customers
- Manage products
Setting Permissions
- Go to staff profile
- Click Permissions
- Toggle specific permissions
- Save changes
Onboarding New Staff
Checklist
For each new team member:1
Send Invitation
Invite to join organization
2
Assign Role
Set appropriate role
3
Configure Services
Set service capabilities
4
Set Schedule
Configure working hours
5
Assign Location
Set location access
6
Train
Walk through the system
Training Resources
Help staff get started:- Share this documentation
- Schedule training session
- Provide test account access
Managing Team
Deactivating Staff
When someone leaves:- Go to their profile
- Click Deactivate
- Confirm action
Deactivated accounts keep history but can’t log in.
Reactivating Staff
Bring someone back:- Find in deactivated list
- Click Reactivate
- Update settings as needed
Best Practices
Least Privilege
Least Privilege
Give minimum necessary access. Upgrade as needed.
Regular Review
Regular Review
Review team access quarterly. Remove departed staff.
Document Roles
Document Roles
Keep record of who has what role and why.
Enable 2FA
Enable 2FA
Require two-factor authentication for all team members.