Find it here:
Left Menu → MANAGE → Staff
Add a Team Member
Go to Staff → Invite Team Member.Enter:
- Name
- Email (for login and notifications)
- Phone (optional)
- Role — Owner, Manager, or Staff
- Event permissions (toggle if they can manage events)
Set Roles & Permissions
Each role controls what the team member can access:Owner
Full access to everything — settings, services, payments, staff, and bookings.Manager
Can create and manage:- Bookings
- Customers
- Resources
- Services
- Events
They cannot access billing or subscription details.
Staff
Can manage:- Their own appointments
- Their assigned resources
- Their assigned services
Assign Services & Resources
Each team member can be linked to:- The services they deliver (e.g., Haircut, Therapeutic Massage)
- Any physical resources they use (e.g., Treatment Room A)
Staff → [Team Member] → Assigned Services / Assigned Resources This ensures clients only see relevant staff when booking certain offerings.
Set Working Hours & Time Off
Define your team member’s schedule under:Staff → [Team Member] → Schedule & Availability Here you can:
- Set weekly working hours
- Add breaks
- Add vacation days
- Add one-off closures
- Set remote staff time zones (if applicable)
Booking Capacity (Single or Shared)
If a staff member works with:- One client at a time, choose Single Booking
- Groups, like fitness instructors or teachers, choose Shared Booking and set maximum capacity
Staff → [Team Member] → Booking Capacity
Profile & Visibility
Each team member gets a public profile:- Photo
- Bio
- Specialties
- Published or Draft status
Staff → [Team Member] → Basic Information → Publish Resource If you need them hidden from the Booking Page:
- Turn off Publish Resource, or
- Set them to Admin Only under:
Organization Menu → Customize Booking Page
Notifications
Each team member controls what notifications they receive:- New bookings
- Cancellations
- Payment confirmations
- Daily summaries
Staff → [Team Member] → Notifications
When to Use the Staff Module vs. Resources?
Use Team Members when the bookable item is a person.Use Resources for rooms, vehicles, equipment, courts, or any physical item.
Checkpoint
✔ Team invited✔ Roles and permissions assigned
✔ Services linked
✔ Schedule defined
✔ Visibility confirmed Your staff setup is complete — clients can now book with the right person at the right time without conflicts.

