Adding staff and sending invitations

You manage your team from the Staff page in the left menu. The list is made up of the staff member's name, role, status and an action menu. The summary row at the top shows the total, active and invited staff counts.

The staff wizard

The Invite Staff button at the top right opens a seven-step wizard. In the first step you decide whether the staff member will sign in to the system:

• Can sign in: an invitation is sent to the staff member and they enter the panel with their own account. Phone, e-mail and role are required.

• Cannot sign in: a record is created that only appears on the calendar and in appointments; the staff member cannot enter the panel. They appear in the list with a "Display only" badge.

The following steps cover personal details, roles, service assignments, working hours and salary/commission settings. You can pass most of these steps with Skip for now and complete them later. The staff member is added once you confirm the summary in the last step.

The row action menu

• Details: the staff profile and performance tabs.

• Profile Settings: first name, last name, phone, e-mail, role, department and profile photo.

• Permissions: manage the staff member's roles and the permissions those roles cover.

• Resend Invitation: sends the link again to a staff member who has not accepted the invitation yet.

• Remove Staff: ends the staff member's access to the business.