Add bookable staff

Before you start: Prepare your branches, services and staff details.

Create a staff profile

Open Organization → Staff Management → Create Staff.

Enter the staff name, such as Demo Stylist for practice.

Complete the applicable profile fields, including Gender, Seniority and Active where relevant.

Submit the form and find the profile in the staff list.

Open the staff record and review its branch and service associations. The staff cards show these relationships, and the list provides branch, service and active-status filters. Confirm that the intended branch and service are listed before moving to Staff Calendar.

Use Agents and Collaborators separately if the same person also needs to handle customer messages.

Create a Staff Calendar assignment for the staff member’s working dates and times.

Try it

You are ready when

The staff profile has the intended details.
The branch and service associations are ready for scheduling.

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Add bookable staff

Create a staff profile

Check the staff relationships

Next

Try it

You are ready when

On this page

Add bookable staff

Create a staff profileCopy Anchor Link

Check the staff relationshipsCopy Anchor Link

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Try itCopy Anchor Link

Your stylist appears in Staff Management but needs access to reply to messages. What else do you set up?

You are ready whenCopy Anchor Link

On this page

Create a staff profile

Check the staff relationships

Next

Try it

You are ready when