Adding and editing team members

When a new colleague joins, the team-member form is the first place you'll go. The same form is used for editing existing members, just opened from their profile.

Opening the form

• New member: Team page → Add team member button (top right).
• Edit existing: Team page → click the member → Edit in the profile header.

The form, field by field

Basic identity

• First name + Last name: required. The name customers and your team will see.
• Display name (optional): a shorter or differently-styled name to show on the calendar (e.g. nickname).
• Email: required for login. The new member gets a welcome email at this address.
• Phone: optional, for staff-to-staff contact and HR records.
• Date of birth: optional, useful for HR / payroll.

Role and permissions

• Role: Owner / Manager / Reception / Staff. Defines the default permission set.
• Custom permissions: tick or untick individual permissions to fine-tune what this member can or can't do.

Calendar appearance

• Calendar color: shows up as the column header on the calendar and on appointment cards. Pick visibly different colors per staff.
• Show on calendar: should this person appear in the calendar's staff filter? Off for non-booking roles like an admin or HR person.
• Bookable: can customers book this person? Off for managers who don't perform services.

Address (optional)

For payroll/tax records. Not visible to customers or other staff.

Notes (internal)

Private notes about this team member, only visible to other managers/owners. Useful for things like contract end dates, training plans.

Editing existing members

Open the member's profile, click Edit, change anything, save. Changes are visible immediately across the app: calendar, customer-facing booking page, reports.

If you change the role, the member's permissions update on next login.

Use case scenarios

Scenario 1: Adding a junior stylist

You hire a junior stylist named Bella. You fill in: First name "Bella", Last name "Tóth", Email "[email protected]", Role Staff. Pick a calendar color (light blue). Make her bookable: yes. Show on calendar: yes. Save. She gets a welcome email, working hours and services to be set in next steps.

Scenario 2: Adding a non-booking manager

You hire a salon manager who oversees operations but doesn't do services. Role: Manager. Bookable: no. Show on calendar: no. She has full manager access but doesn't clutter the calendar.

Scenario 3: Adding a freelance stylist

A freelancer comes in 2 days a week. Role: Staff. You'll set her working hours to those 2 days, and her commission rate to a freelance percentage (often higher than employed stylists).

Scenario 4: Updating a colleague's role

Anna was Reception, now she's promoting to Manager. Open her profile, change Role from Reception to Manager, save. Her permissions auto-update. Next time she logs in, she sees the manager view.

Tips

• Use real email addresses: don't reuse personal emails (e.g. her old email used by someone else). Each colleague should have her own email for security.
• Set the calendar color carefully: avoid two staff having similar colors. The calendar becomes hard to read.
• Don't grant Manager / Owner unless needed: more access = more risk if the account is compromised.
• For freelancers, archive when their contract ends: don't delete, you preserve their booking history. Re-activate if they come back.
• Test the welcome email: the new colleague should get a working login link. If she says "I didn't get the email", check her spam, or resend from her profile.