In this guide, you'll learn how to add or remove team members and edit their profile details, including the services they offer and their work hours. You'll also learn how to set their permission level to determine what they can access in your account.
How to add a team member
Follow these steps to add a new team member to your account:
Click the +New button at the top of the navigation menu.
Click Team member.
Enter the team member's name, email address, and phone number.
Click Add photo to upload a profile photo.
Select a Calendar color. Bookings for this team member will be displayed in the selected color in the calendar.
Select a Permissions level to indicate which sections of the account the team member can access.
Under Online booking:
Select the services and classes the team member will offer.
Enter a short bio about the team member.
Under Schedule, select Manage hours to edit the team member's work schedule.
Under Email notifications, enable or disable notifications.
Click Save.
The team member will receive an email invitation to complete their account setup. Their status will display as Pending until they complete the setup process.
How to edit a team member
Follow these steps to edit a team member's profile details, work hours, services, permissions, or notification settings:
Click Team and select Manage team.
Select the team member whose profile or settings you want to edit.
Make the changes to the profile, then click Update.
How to remove a team member
Follow these steps to remove a team member from your account:
Click Team and select Manage team.
Select the team member you want to remove.
Click Delete.