Managing Team Members

The Team Members section allows you to add, edit, and manage your staff members who provide services through your store. Each team member can have their own schedule, assigned services, and access to the Team Portal to view their appointments.

Access the Team Members Page

To manage your team members:

1. Open Tipo Appointment

2. From the sidebar menu, select Team members. You’ll see a list of all existing team members, including:

   • Name – The team member’s display name.

   • Status – Active or Draft.

   • Email – The contact email used for notifications and login.

   • Created at – The date the team member was added.

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Add a New Team Member

Steps:

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

2. Upload avatar and input required employee information

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

2. In Location part, enter this employee to locations

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

4. Enable Team Portal Access (Optional)

5. Click Save

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Set up Availability of a team member

Please view this guide to learn more

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Add Location to a team member

Steps to manage

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 employee

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

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

3. Click Save

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Team Portal Access (Optional)

Learn more