Adding staff and sending invitations

You manage your staff on the My Business → Staff page in the left menu. Under the Staff Management heading you see the total, active and invited staff counts. The table shows each staff member's name, role, status (Active or Invited) and an action menu; the business owner's name carries an Owner badge and staff who cannot sign in carry a Display Only badge. The search box searches names, roles and emails, and the status selector filters the list. Clicking a row opens the staff member's detail page.

The staff wizard

The Invite Staff button at the top right opens the seven-step Add Staff wizard. You move between the steps with Continue and Back:

1. 1

   Access Type

   With Can Sign In, an invitation link is sent and the staff member signs in to the panel and the mobile app with their own account. With Cannot Sign In, no message is sent; the staff member is used for scheduling only and cannot sign in.

2. 2

   Staff Details

   First Name, Last Name and Phone are required; the phone must be +90 followed by 10 digits (e.g. +90 5XX XXX XX XX). For staff who will sign in, Email and Permission (Role) are required as well. Department is optional and sets the customer types the staff member serves; if you leave it empty, every Target Audience selected in your Company Profile is assigned.

3. 3

   Services Offered

   Tick the services the staff member can deliver. Each service is listed together with its customer type, and you can find it with the search box.

4. 4

   Salary & Commission

   Enter the salary model and the commission rates. The options are explained in the Staff settings article.

5. 5

   Shift Settings

   Use the company's business hours starts switched on, so the staff member works your business hours. If you switch it off, the days come pre-filled as Monday–Saturday 09:00–19:00 with Sunday closed; adjust the hours and breaks for the staff member.

6. 6

   Appointment Settings

   Open to online booking and Use the company's booking settings start switched on. Switch off the first one if the staff member should not appear on your online booking page. If you switch off the second one, staff-specific fields appear: the one labelled Time Zone (the interval between suggested times), Buffer Time (min) and Min. Notice (min); they are explained in the Staff settings article.

7. 7

   Overview

   Check the details and click Add Staff Member. In the overview, the steps you skipped show Skipped; the others show the number of services selected, the shift type (Company hours or Personal shift) or Configured.

You can pass steps 3–6 with Skip for Now; a skipped step is not saved and can be set later in the staff settings. A step you pass with Continue is saved with the defaults on screen, even if you did not touch the fields.

How the invitation is sent and how the staff member joins

• The invitation link is sent to the staff member's phone by SMS and WhatsApp (the note and the success message in the wizard mention SMS only). The message is sent on Piyzi's behalf and is not charged to your business's SMS balance.

• The link is valid for 7 days. If it expires or the message did not arrive, send a new link with Resend Invitation in the row menu; each resend sends a new SMS and WhatsApp message.

• A staff member without a Piyzi account opens the link, enters a password of at least 6 characters in Set Password and Confirm Password, and clicks Create Account and Sign In.

• A staff member who already has a Piyzi account (for example, someone who works at another business) enters their own password in Your Current Password and clicks Accept Invitation. If they are already signed in, they can also join from the Pending Invitations section on the My Account page with Accept.

• If the link is opened in a browser where someone is signed in to Piyzi, the panel opens instead of the invitation page. Ask the staff member to open the link on their own phone or in a browser that is signed out.

• Right after accepting, a phone verification screen may open; the staff member enters the code sent to their phone to continue.

Until the staff member accepts, their status stays Invited, and during that time they do not appear in the calendar, in the staff selection when you create an appointment, or on the online booking page. Once they accept, their status becomes Active.

Warnings you may see

• That phone number or email belongs to another user. The phone number is registered in Piyzi with a different email, or the email belongs to someone else. Enter the email the person uses in Piyzi, or check the details.

• A person who is already in your business (even as invited) cannot be added again; search the list first.

• A permission must be selected: you cannot continue without choosing a role for staff who will sign in. If the role list is empty, your role does not include the permission to view roles.

The row action menu

The three-dot (⋮) menu at the end of each row contains the following; some items are hidden depending on your permissions:

• Details: the staff member's detail page (Overview and the history tabs).

• Profile Settings: first name, last name, phone, email, role, department and profile photo. The Phone Number is the number the staff member signs in to Piyzi with; if you change it, the staff member signs in with the new number and verifies it again. The change also affects their account at the other businesses they work for.

• Permissions: the window where you choose the staff member's roles; see the Roles and permissions article.

• Appointment Settings, Service Definitions, Shift Settings, Salary & Commission Settings: the staff-specific settings windows; see the Staff settings article.

• Resend Invitation: only for Invited staff; sends a new link.

• Send Invitation: only for staff who cannot sign in (Display Only); turns them into an invitation.

• Remove (Cancel Invitation for invited staff): removes the staff member from the business or cancels the invitation. Not shown for the business owner.

Turning a staff member who cannot sign in into an invitation

1. 1

   Enter the contact details and the role

   In the row, open ⋮ → Profile Settings. Enter the real phone number and email, choose the staff member's role in the Role field and click Save. Staff who cannot sign in are added without a role, so if you do not choose one the staff member will have no permissions when they sign in.

2. 2

   Send the invitation

   Click ⋮ → Send Invitation and confirm; the invitation is sent by SMS and WhatsApp. The same option is also in the Staff Settings menu on the staff member's detail page. If the phone number or email is missing, the Real Contact Details Required warning appears; complete the first step first.

Removing a staff member

In the row, click ⋮ → Remove and confirm with Yes, Remove in the Remove Staff Member window. For invited staff the same place shows Cancel Invitation. The staff member's access to this business ends immediately; no notification is sent to them. The business owner cannot be removed.

Who can do this?

Seeing the Staff page needs the permission to view the staff list (Çalışan listesini görebilir). To add staff and send invitations, your role needs the permission to send new staff invitations (Yeni çalışan daveti gönderebilir), and the permission to view roles (Rolleri görüntüleyebilir) so that the wizard's role list loads. Saving the wizard's settings steps also needs the permissions to update staff details (Çalışan bilgilerini güncelleyebilir) and to edit staff salary information (Personel maaş bilgisini düzenleyebilir). Removing a staff member needs both the delete staff (Çalışan silebilir) and remove staff from the company (Personeli şirketten çıkarabilir) permissions. The business owner and the Yönetici (Manager) role can do all of this.