# Managing Team Members

### 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&#x20;

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FhDNq76TJ1rPGym2TFFqi%2F2025-12-15_14-37-22.png?alt=media&#x26;token=c6c856ad-9b1b-4f59-9c2d-eb1571e47d37" alt=""><figcaption></figcaption></figure>

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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

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FY3cMytPdBz3psBcmg1XK%2F2025-12-15_14-43-04.png?alt=media&#x26;token=0a4e234a-5739-45d4-93b8-5ab403ea841d" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2Fspltf3dxnbZHXUFPRf5Y%2F2025-12-15_14-43-53.png?alt=media&#x26;token=176c7782-a6fa-45bf-bb28-300d72ffd795" alt=""><figcaption></figcaption></figure>

3. Set up the **Availability** and Day Offs of the team member. [Learn more](https://docs.tipo.io/tipo-appointment-booking/availability-team-members/set-availability-for-services)

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FAvZFotf2yGZSGxv9k77m%2F2025-12-15_14-45-05.png?alt=media&#x26;token=e88b5313-e563-4d54-9e4f-992b85040563" alt=""><figcaption></figcaption></figure>

4. In **Location** part, enter this employee to locations
5. &#x20;In **Service** part, select the service(s) that this employee will serve
6. Enable Team Portal Access (Optional)&#x20;
7. 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**](https://docs.tipo.io/tipo-appointment-booking/availability-team-members/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](https://docs.tipo.io/tipo-appointment-booking/service-setup/assign-locations#using-multiple-locations)

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FQ0Jc8rLSe0lIwtnKJrCg%2Fimage.png?alt=media&#x26;token=e984a333-7d86-4c94-b0b6-9e77dbd7ab39" alt=""><figcaption></figcaption></figure>

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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**

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2F37XOuZNbFGx2muDY5zBW%2F2025-12-15_14-52-17.png?alt=media&#x26;token=27843014-11d9-4f81-be77-addcb9327681" alt=""><figcaption></figcaption></figure>

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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)**](https://docs.tipo.io/tipo-appointment-booking/availability-team-members/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.

<figure><img src="https://2420234940-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ux6d1pfkKFKCAAHuj8H%2Fuploads%2FH0L6x2Lq0TQdpIvFl11q%2F2025-12-15_14-56-35.png?alt=media&#x26;token=4d4db4fe-f084-480a-99f3-b9ee2d4a6f3b" alt=""><figcaption></figcaption></figure>

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### 🛠 Common issues&#x20;

* **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 <hi@tipo.io>. We’ll be happy to assist you further.

<figure><img src="https://tipo.io/wp-content/uploads/2023/12/2023-12-25_15-16-34-1024x642.png" alt=""><figcaption></figcaption></figure>

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