Managing Team Members

Add staff, set their schedules, and connect them to services so customers can book the right person at the right time.

ℹ️ What Team Members are

Team Members are the staff who deliver your services. Each member can have:

• Their own availability schedule

• Assigned services

• Assigned locations

• Optional Team Portal access to view appointments

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✅ Before you start

Make sure you already have:

• At least 1 service created (example: “Yoga Class”)

• Your store locations set up in Shopify (if you take bookings by location)

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🔎 Open the Team Members page

1. Open the app > go to Team members

On the list, you’ll see:

• Name (display name customers may see)

• Status (Active or Draft)

• Email (notifications + login if Team Portal is enabled)

• Created at (when the member was added

Tip: Use Draft while you’re still setting availability/services. Switch to Active when ready to accept bookings.

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➕ Add a new team member

1. Open the app > click Team Members > Click Add Team member button

1. Add basic info (name, email, avatar if needed)

1. Set up the Availability and Day Offs of the team member. Learn more

1. In Location part, enter this employee to locations

2. In Service part, select the service(s) that this employee will serve

3. Enable Team Portal Access (Optional)

4. Click Save

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🕒 Set up Availability of a team member

Availability controls which time slots customers will see.

Use the dedicated guide for full steps: Set Availability for services.

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📍 Add locations to a team member

Use this when staff work at specific locations (e.g., Uptown, ABC street or Downtown, ABC street).

1. Open the app > click Team members > open the a team member detail you want to edit

2. In the Location field, enter the location detail

3. Click Save

More detail here

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🧾 Assign services to a team member

Only assigned services can be booked with that staff member.

1. Open the app > click Team members > open the employee detail you want to edit

2. In Service section, select service(s) that the Team member will serve

3. Click Save

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🔐 Team Portal access (optional)

Turn this on if staff should log in and view their own bookings.

Learn more in Team Portal (Employee Login Access)

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✅ Example setup

Goal: Customers can book “Yoga Class” with “Staff 1” at “Downtown, ABC street”.

1. Create Staff 1

2. Assign Yoga Class in Services

3. Assign Downtown, ABC street in Locations

4. Set availability: Mon–Fri, 8:00–16:00

5. Save → set status Active

Result: Customers will see Staff 1’s available time slots when booking Yoga Class.

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🛠 Common issues

• No time slots shown → Check staff availability + day offs

• Service not bookable with a staff member → Staff is not assigned to that service

• Wrong location appears → Staff not assigned to the correct location

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🙋 Still need support?

If you still need help, please feel free to contact us at [email protected]. We’ll be happy to assist you further.