Team Members

This guide provides step-by-step instructions on how to manage team members in the booking system, including viewing team members, adding new staff accounts, editing staff details, and handling deleted staff accounts.

Viewing Team Members

  1. Access the Team Members Page: From the main menu, navigate to the Team Members section to see a list of current staff members.
  2. View Staff Details: Click on any team member to view their detailed information or to edit their details.

Adding a New Staff Account

To add a new team member, click the “+” button located at the bottom right of the Team Members page. You will be redirected to the Staff Detail page to enter the new staff member’s information. Each new staff account created will have its own login and calendar.

Editing Staff Details

On the Staff Detail page, you can update information such as email, name, phone number, and administrative privileges. Make sure to save your changes by clicking the “Update” button.

  • Email: Enter the staff member’s email address, which serves as their login. For security reasons, this email cannot be changed once the account is created.
  • Name: Update the staff member’s name. This name will appear on the online booking form.
  • Phone: Provide the staff member’s phone number for internal use.
  • Admin User: Admin privileges let a staff member to make changes to business settings and configurations, as well as manage bookings across all staff calendars. Toggle to grant or revoke administrative privileges to the staff member.
  • All Calendars Access: Enable this option to let the staff member to view other staff members’ calendars, enhancing coordination and scheduling capabilities.
  • Client Details Access: Enable this option to grant the staff member permission to access all client details, including contact information and booking history. This is essential for staff members who need to manage client relationships and follow up on appointments.

Deleting a Staff Member

To delete a staff member, navigate to their Staff Detail page and click on the “Delete” option. Confirm the deletion to remove the staff member from the active list.

Handling Deleted Staff Accounts

Deleted staff members can be viewed by toggling the “Show deleted accounts” option. To recover a deleted staff member, click on their name and confirm the undeletion.