Invite team members and choose what they offer.
What This Page Is About
The Team Members page allows you to manage all staff and users associated with your business. From this page, you can invite new team members, manage existing staff, assign shifts, track availability, create break-offs, and control who can accept bookings.
Team members are not added directly to your business. Instead, an invitation is sent to them, and they must accept it before becoming an active member of your team.
The Team page displays:
Team Member Name
Assigned Role
Weekly Availability Indicator
Break Off Status
Available Actions:
Edit
Delete
A separate Invitations tab allows you to manage pending, confirmed, and declined invitations.
When You Should Use This Page
Use this page when:
You want to add new staff members
You need to invite managers, admins, or support staff
You want to assign shifts and availability
You need to manage team member information
You want to track invitation status
You need to create holidays or break-offs
You want to remove inactive staff members
What You Can Do Here
Using the Team Members page, you can:
Invite new team members
View all active staff
Edit team member information
Delete team members
Assign shifts
Manage break-offs and holidays
Enable or disable booking availability
Track invitation status
Resend invitations
Copy invitation links
Team Member Management
A. Invite a Team Member
New team members are added through an invitation process.
The Add Team Member button is available on:
Team Members page
Invitations page
Both buttons open the same invitation form.
Required Fields
Name
Enter the team member's full name.
The invitation email will be sent to this address.
Shift
Select the shift assigned to the team member.
Role
Choose the user's role:
Admin
Manager
Standard Staff
Staff
No Access
Note: Owner cannot be assigned manually.
How to Invite a Team Member
Open Team Members or Invitations
Click Add Team Member
Enter:
Name
Email
Shift
Role
Click Save
An invitation email will be sent automatically.
The user will appear in the Invitations list with Pending status until they accept the invitation.
B. Manage Invitations
The Invitations page allows you to track all invitation activity.
Invitation Statuses
Pending
Invitation sent but not yet accepted.
Confirmed
Invitation accepted and user added to the team.
Declined
Invitation was rejected.
Available Actions
Resend Invitation
Sends the invitation email again.
Useful when the user did not receive or missed the original email.
Copy Link
Copies the invitation URL.
You can manually send the link through:
WhatsApp
SMS
Email
Any other communication channel
Delete Invitation
Permanently removes the invitation.
The invitation link will stop working.
What Happens After Acceptance
Once the user accepts:
Status changes to Confirmed
They appear in the Team Members list
Assigned role becomes active
Assigned shift becomes active
They can access the system based on permissions
C. View Team Availability
Each team member displays a weekly availability indicator.
The seven-day indicator represents:
Green = Available
Red = Break Off / Unavailable
This provides a quick overview of staff availability throughout the week.
D. Manage Break Offs
Break Off allows you to temporarily block a team member's availability.
Examples:
Vacation
Medical Leave
Personal Leave
Public Holidays
Partial Day Absence
Break Off periods override normal shift schedules.
How to Create a Break Off
Open the Team Members page
Locate the member
Click the Break Off count
Add:
Reason
Start Date
End Date
Optional Notes
Save
The availability indicator will update automatically.
E. Edit a Team Member
The Edit Team Member page allows you to update staff information.
Editable Fields
Name
Password
Shift
Phone Number
Secondary Phone Number
Address
Notes
Can Take Bookings Toggle
Can Take Bookings
Controls whether the staff member can be assigned appointments.
Enabled
Team member appears during booking assignment
Disabled
Team member cannot receive new bookings
Fields That Cannot Be Changed
Email
Role
Role changes must be made through Roles & Permissions.
How to Edit a Team Member
Open the Team Members page
Click the Edit icon
Update the required information
Click Save
Changes take effect immediately.
F. Delete a Team Member
Deleting a team member permanently removes their access to your business.
Important Rule
The Owner cannot be deleted.
All other roles can be removed.
How to Delete a Team Member
Open the Team Members page
Locate the member
Click the Delete icon
Confirm deletion
The member will be removed immediately.
What Happens After Deletion
Business access is revoked instantly
Future availability is removed
Historical bookings remain in records
Future bookings may require reassignment
Existing invitation links become invalid
Rules & Important Notes
Team members must accept invitations before joining
Every team member must have exactly one role
Every team member must have exactly one shift
Break Off periods override shift availability
Email addresses cannot be changed after invitation
Roles cannot be edited from the Edit Team Member page
Deleted invitations cannot be restored
Deleted team members must be invited again if rejoining
Owner accounts cannot be deleted
Disabling "Can Take Bookings" does not remove the user
Tips and Best Practices
Verify email addresses before sending invitations
Assign the correct role based on responsibility
Keep shift assignments updated
Use profile images for easier identification
Record break-offs in advance
Use "Can Take Bookings" for temporary staff unavailability
Reassign future bookings before deleting staff members
Monitor invitation statuses regularly
Use Copy Link when users do not receive invitation emails
Keep your team list clean by removing inactive users
Common Questions
Q. Does creating a team member immediately add them to the team?
No. They must first accept the invitation.
Q. Why is an invitation still showing as Pending?
The user has not accepted the invitation yet.
Q. What if the user did not receive the email?
Use Resend Invitation or Copy Link.
Q. Can I edit an invitation?
No. Delete the invitation and create a new one.
Q. Can I change a team member's email?
No. Email addresses are locked after invitation.
Q. Can I change a team member's role?
Yes, through Roles & Permissions.
Q. Can a team member belong to multiple shifts?
No. Only one shift can be assigned at a time.
Q. What happens if I disable Can Take Bookings?
The team member remains active but cannot receive new bookings.
Q. Can I restore a deleted team member?
No. You must send a new invitation.
Q. Why can't I delete the Owner?
The Owner is permanently attached to the business account.
Q. Can break-offs be hourly instead of full-day?
Yes. You can define specific start and end times.
Q. Do break-offs affect existing bookings?
This depends on your booking configuration and cancellation settings.
Related Pages
Need Help
If you need assistance, contact our support team or use the in-app chat.
