Staff and permissions
How to add staff, invite them to the admin and what each role may do.
On this page
Staff are the people customers book appointments with. You edit them in the Staff menu (in your admin it may have another name, e.g. "Stylists" or "Therapists"). Only the owner adds and edits staff.
Adding a staff member
For each staff member you enter:
- a Display name, as customers see it when booking online;
- a Short description (optional);
- a Calendar colour, from the palette or as a colour code (e.g.
#2563eb). Their appointments are marked in it; - Accepts online bookings. When off, only you enter their appointments in the admin.
Then enter their schedule in the Working hours menu (more in Working hours, time off and closed days) and tick what they do on each service (more in Services and prices). Until they have working hours, nobody can book them online.
If you take appointments yourself, you are on the staff list too.
Admin access
A staff member doesn't need access to the admin. If they do, enter their email on their page and click Send invitation. They get an email with a link to set their password, valid for 7 days.
You can later disable their access (Disable access) and enable it again. They still take appointments, they just can't sign in.
What the owner and staff may do
| Action | Owner | Staff |
|---|---|---|
| See every staff member's calendar | yes | yes |
| Add, change and cancel appointments | everyone's | only their own |
| Working hours and time off | everyone's | only their own |
| See customers (name and contact) | yes | yes, read only |
| Edit and delete customers, export | yes | no |
| Services, prices, staff and settings | yes | no |
| Analytics | the whole business, with revenue | only their own numbers, without revenue |
| Waiting list | view and remove | view; removes entries for themselves |
Two staff permissions depend on the setting Settings → Opening appointments → People who take appointments open their own appointments and cancel their own days. When it is on (the default), staff members extend their own open appointments and can cancel their own day.
Permissions are checked on the server for every action, not only by hiding buttons.
Switching off and deleting
Switch off a staff member who isn't working for a while: nobody can book them, and their history stays. If you delete a staff member who has appointments in their history, they are only deactivated.