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Add staff and schedules

Your staff are the team members who perform services and take appointments. Adding a staff member is a two-part job: create the person, then give them working hours — and, so clients can actually book them, assign them to the services they perform.

If you've renamed "staff" under Terminology, you'll see your word (e.g. "tutors", "providers") in the menus.

Add a team member​

  1. Go to Staff in the sidebar and click Add Staff Member.
  2. Fill in the form:
    • First Name and Last Name — required.
    • Email and Phone — optional.
  3. Click Add Staff Member to save.

A few things to know:

  • Adding a staff member does not send them an invitation or sign-in. It creates a record you manage; they don't need to log in to be scheduled.
  • To change someone later, click Edit on their row. The edit form adds an Active checkbox — unchecking it hides the person from booking while keeping them in your list (shown as Inactive).

The list has a search box that filters by name, and the Name and Added columns are sortable — click a column heading to sort by it.

Open a staff member​

Click a person's name on the Staff list to open their detail page. It shows their avatar, name, and status, plus read-only Email, Phone, Status, and Added rows. From here you can jump straight to Schedule or Edit, and a ← Back link returns you to the list. If the person no longer exists, you'll see a "member not found" message.

Set their weekly hours​

  1. On the Staff list, click Schedule on the person's row. This opens their Weekly Availability.
  2. For each day of the week, tick Available and choose a Start and End time. Leave a day unticked to mark it off.
  3. Click Save Schedule.

If you reduce someone's hours or remove a day, you may see a yellow warning that existing appointments outside the new hours could be affected. It's a heads-up, not a block — review those appointments if needed.

Add time off or a one-off change​

On the same schedule page, under Schedule Overrides:

  1. Click Add Override.
  2. Pick a Date.
  3. Either tick Unavailable entire day (for a day off), or leave it unticked and set a Start Time and End Time for different hours that day.
  4. Optionally add a Reason (e.g. "Vacation").
  5. Click Add Override.

Overrides take precedence over the weekly hours for that date. Remove one with Delete.

Make sure they're bookable​

This is the step that's easy to miss. A staff member is only offered for online booking when all of these are true:

  1. They're Active.
  2. They have weekly hours set (at least one available day).
  3. They're assigned to at least one service.

Service assignment lives on the Services page, not here: go to Settings → Services, find the service, and use the Staff button on its row to assign who performs it. See Set up your services.

What's next​