Adding and Managing Staff Members
As your business grows and changes, your team will too. Whether you’re adding someone new, removing a former staff member, or updating roles and permissions, keeping your staff organized helps your business run smoothly.
Add Staff Members
To add a new staff member:
- Open the platform.
- Go to Settings and select Staff.
- Click New Staff Account.
- Enter the staff member's details.
- Click Add.
Note: The New Staff Account section shows your plan’s staff limit on the right as a ratio (e.g., 1/2 or 2/5). Be sure to check this to stay within your plan’s limit.
Remove Staff Members
To remove a staff member:
- Open the platform.
- Go to Settings and select Staff.
- Choose the relevant staff member.
- Click the more options icon
and select Delete.
- Confirm and select Delete again.
Set Staff Member Settings
Both you and your staff can adjust settings, but keep in mind that only an admin can set roles and permissions for the team.
To customize staff settings:
- Open the platform.
- Go to Settings and select Staff.
- Hover over the staff member and click the more options icon
.
- Select Staff Settings.
Tip: Your staff can manage their schedules, set their work hours, and link their Gmail or Outlook calendar by clicking the My Schedule tab. Check out the related articles for instructions on connecting both Google and Outlook calendars.
View Staff Calendars
You can view your staff's calendars in three different ways:
To view a staff members calendar:
- Open the platform.
- Click Calendar.
- Under “Staff,” select the relevant staff member.
To view multiple staff on one calendar:
- Open the platform.
- Click Calendar.
- Under “Staff,” select All or choose the individual staff members as needed.
To view calendars side by side:
- Open the platform.
- Click Calendar.
- Under “Staff,” check Show side by side.
Reassign Appointments to Another Staff Member
To reassign an appointment:
- Open the platform.
- Go to Calendar and click Appointment List.
- Next to the relevant appointment, click the more options icon.
- Select Reassign.
- Choose the staff member and (optional) add a message.
- Click Send.
Note: Both staff members will get an email confirming the update.