Staff Management

Manage your team members, set their working hours, assign services, and handle schedule exceptions.

Staff List

The Staff page displays all your team members in a list view. From here you can add new staff members, view and edit existing profiles, and reorder how staff appear throughout the system.

Viewing Staff

Each staff member is displayed as a card showing their name and photo (if uploaded). Click on any staff card to open their full profile and make changes.

Adding New Staff

Click the add button (+ icon) in the bottom right corner to create a new staff member. You'll need to provide at least a first name to create the profile. All other fields are optional and can be filled in later.

When you create a new staff member, they are automatically assigned to all existing services. You can adjust their service assignments after creation.

Staff Profiles

Each staff member has a profile containing their personal information and settings. This information is used throughout the system and may be visible to customers during the booking process.

Profile Fields

The following information can be stored for each staff member:

First Name (required) — The staff member's first name, displayed throughout the system
Last Name — Optional surname for the staff member
Email — Contact email address (validated for correct format)
Info — A bio or description that can be shown to customers
Gender — Optional field with Male or Female options
Birthday — Date of birth for the staff member

Profile Photo

Upload a profile photo to help customers identify staff members. Photos are displayed on the booking page and throughout the dashboard. For best results, use a square image with the staff member's face clearly visible.

Dashboard Color

Assign a unique color to each staff member to easily identify their bookings on the calendar. Choose from 8 predefined colors or select a custom color using the color picker. This color is used to highlight the staff member's column and bookings in the calendar view.

Using distinct colors for each staff member makes it much easier to see at a glance who is booked and when, especially in busy schedules.

Working Hours

Set the default weekly schedule for each staff member. Working hours determine when customers can book appointments with that staff member.

Setting Weekly Hours

Configure working hours for each day of the week (Monday through Sunday). For each day you can:

Toggle the day on or off (open or closed)
Set the start time (from)
Set the end time (to)
Add breaks during the working day

Default Hours

When you create a new staff member, their working hours default to 09:00 - 17:00 for each day. Adjust these to match each staff member's actual schedule.

Closed Days

Toggle a day off to mark it as closed. When a day is closed, customers cannot book appointments with that staff member on that day of the week. This is useful for staff who don't work certain days, such as weekends.

Working hours set here are the default weekly schedule. For one-time changes like holidays or sick days, use Schedule Exceptions instead.

Schedule Exceptions

Schedule exceptions allow you to override the default working hours for specific dates. Use this feature for holidays, time off, or when a staff member needs to work different hours on a particular day.

Creating Exceptions

To create a schedule exception, select the specific date on the calendar and modify the hours for that staff member. You can:

Mark the entire day as closed (time off)
Set custom working hours different from the default
Add or modify breaks for that specific day

How Exceptions Work

The system checks for schedule exceptions in the following order:

Staff member's exception for that specific date
Company-wide exception for that date
Staff member's default working hours for that day of the week
Company default working hours

Use schedule exceptions for planned time off, public holidays, or any day when a staff member's hours differ from their normal schedule.

Service Assignments

Control which services each staff member can perform. When customers book online, they will only see staff members who are assigned to the selected service.

Assigning Services

Open a staff member's profile and navigate to the Services section. You'll see a list of all available services with checkboxes. Select the services that this staff member is qualified to perform.

Default Assignments

When you create a new staff member, they are automatically assigned to all existing services. Review and adjust these assignments based on each staff member's skills and qualifications.

Impact on Bookings

Service assignments affect availability in several ways:

Customers only see staff who can perform their selected service
The system automatically assigns available staff when auto-assignment is enabled
Staff members cannot be booked for services they're not assigned to

If a service has no staff assigned to it, customers won't be able to book that service online. Make sure at least one staff member is assigned to each active service.

Display Order

Control the order in which staff members appear throughout the system, including the booking page and calendar view.

Reordering Staff

On the Staff list page, drag and drop staff cards to rearrange their order. After making changes, click the save button that appears to save the new order.

Where Order Applies

The display order affects how staff appear in:

The staff list in the dashboard
The calendar view columns
Staff selection during booking
Customer-facing booking pages

Consider placing your most popular or senior staff members first, as they will appear at the top of lists and in the leftmost columns of the calendar.