Staff

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Why It Matters

• Empower your team — Give each staff member the access they need without exposing sensitive data like billing or pricing.
• Prevent conflicts — Each person has their own schedule, so Oskar automatically avoids double-booking them for overlapping appointments.
• Stay accountable — Every action is logged, so you always know who created, changed, or cancelled a booking.

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Core Features

• Roles & Permissions — Choose between Owner, Manager, and Staff.
  • Owner: Full access to everything (ideal for business owners or admins).
  • Manager: Can create and manage bookings, resources, and customers but not billing or subscription settings.
  • Staff: Can view and manage only their assigned resources and services.
    Use the Access Control tab to fine-tune who can view, create, edit, or cancel bookings.
• Invites & Linking — Add colleagues using Invite staff member.
  You can invite them to an existing staff resource or create a new one during setup.
  Enter their name, email, and phone number, assign a role, and decide whether they can manage events.
  Oskar sends them a secure welcome email with login instructions.
• Assignments & Resources — Link each staff member to the rooms, equipment, or services they deliver.
  For example, assign Sarah to Studio A and Massage Therapy.
  You can later update or remove access anytime via the Access Control tab.
• Availability & Time Off — Set individual working hours and block out holidays, lunch breaks, or sick leave.
  Use Add Time Block to mark unavailable dates (e.g. July 3–10: Vacation).
  Oskar automatically removes these slots from the booking page.
• Booking Capacity — Define how many bookings a staff member can handle simultaneously.
  Choose Single Booking for one-on-one sessions or Shared Booking when several clients can join the same slot (e.g. classes or group workouts).
• Profiles — Add a photo, bio, and specialisations to personalise the booking experience.
  Clients can select staff based on expertise, style, or availability.
• Notifications — Choose which emails each staff member receives — new bookings, cancellations, payments, or daily digests.
  Each user can also adjust their own notification settings from their profile.
• Account Management — Invite, resend invitations, deactivate, or delete accounts.
  Deactivated users retain historical data but lose access.
  Published staff appear on your booking page; drafts or inactive users remain hidden.

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Step-by-Step

1. Open Staff from the left menu.
   You’ll see all team members with their status (Active, Inactive, or Published) and their assigned locations.
2. Invite a new staff member.
   Click Invite staff member, enter first and last name, email, and (optional) phone.
   Select their role (Owner, Manager, or Staff) and toggle event management if relevant.
   If the person already exists as a staff resource (e.g. created via the AI Setup Agent), select Invite to existing staff resource.
3. Assign resources.
   During the invite or later via Access Control, select which resources this person can manage.
   Search or select all as needed.
   For staff roles, you can also enable event management rights.
4. Link services & set capacity.
   After inviting, open their profile → Assigned Services to connect them with services they deliver.
   Under Booking Capacity, choose Single or Shared and define how many clients per slot.
5. Define schedule & availability.
   Under Schedule & Availability, set recurring working hours (e.g. Mon–Fri 08:00–17:00).
   Add Time Blocks for holidays or absences.
   Greyed-out days appear automatically on your calendar.
6. Publish their profile.
   In Basic Information, add a name, short description, and photo.
   Toggle Publish Resource to make them visible on your booking page.
   Add location and group for better organisation.
7. Send & manage invitations.
   Once ready, click Send invite.
   Oskar emails your colleague with login details.
   They accept, set a password, and start managing their bookings.
   You can resend, deactivate, or delete invitations anytime via the three-dot menu.
8. Adjust permissions & notifications.
   Edit roles, access rights, services, capacity, or notifications anytime — changes apply instantly.