Your team in HQ
- Go to Team › Everyone. A new site starts with a placeholder called “Team Member”. Choose Edit on its card to rename it.
- Add each person with “+ Add a team member”: their name as clients see it, a job title, a short bio and a photo for your site. Tick “Give them an HQ login” to send them a sign-in email linked to their profile.
- Email and phone are private. They’re never shown on your site.
Bookable, or on the site only
- Bookable: customers can book appointments with them, and they can lead classes.
- On site only: they appear on your site’s Team page but can’t be booked. Untick “Clients can book with them”.
- Hidden: untick “Show on my site” for someone who has left. Their past bookings stay in your records.
Working hours and time off
By default everyone can be booked whenever you’re open. Open someone’s profile (their name on Team › Everyone) and give them their own working days and times on the Change hours tab: from today, they can only be booked then (and never outside your opening hours).
Add time off for holidays or training with “Book time off for someone” on Team › Time off. They can’t be booked while they’re away, and HQ lists any appointments already in that time so you can move them. Nothing is cancelled for you.
Logins and commission
- Who can sign in is on Team › Logins. When you give someone a login, choose “This login is for” to link it to their team profile: they then see “Only my bookings” in the Diary, and their own week in My work.
- Owners and admins can set a commission percentage for someone. Money › Takings then shows what they’ve earned on the bookings they did. Other staff never see commission rates.