Staff

A staff member is the person who provides a service and whom clients can book. The section is called Staff; the screen heading reads Personnel.

Steps #

  1. Open the Staff section.
  2. Click Add staff member.
  3. Fill in the Staff member’s name — clients see it when choosing.
  4. Choose the Location where they work.
  5. Click Add staff member to save.

The list shows the columns Name, Location, Status and Actions.

Statuses #

StatusWhat it means
ActiveCan be booked, is offered to clients.
InactiveNot offered to new clients. Existing bookings are kept.

Deactivating a staff member #

Click Deactivate in the staff member’s row. The screen explains that the person will stop being offered and that existing bookings are kept. Confirm with Deactivate or go back with Cancel.

The staff member is not deleted — their booking history stays in place.

Moving to another location #

  1. Click Move to another location in the staff member’s row.
  2. Choose the Destination location.
  3. Click Move.

If something goes wrong #

What the screen tells youWhat to do
Enter a name and location.Fill in both fields.
Create a location first.There is nowhere to add the staff member — start with a location.
Could not deactivate the staff member.Repeat the action.
Could not move the staff member.Repeat the move.

What next #

Once hours, services and staff are set up, publish the location.