Staff

{info} Staff are your team members who help run your business. You can invite them, assign roles, deactivate accounts, or archive former employees.

Overview

Each staff member gets their own login to the provider dashboard. What they can see and do is controlled by two things:

  1. Their Role — a set of permissions that controls access to sections like Bookings, Finance, or Reports (see Roles)
  2. Their Scope — whether they see all bookings or only their own (set in the role's permission settings)

{primary} Staff members can only access the sections you grant them permission to. The sidebar automatically hides items they don't have access to.

Inviting Staff

  1. From the sidebar, go to Administration > Staff.
  2. Click Invite Staff.
  3. Fill in the details:
Field Description
Name The staff member's full name
Email Their email address — the invitation will be sent here
Role Select a role from the ones you've created (e.g., Receptionist, Manager)
  1. Click Send Invitation.

The staff member receives an email with a link to set their password and log in. The link expires after a set period — if it expires, you can resend the invitation from the staff list.

{warning} Make sure the email address is correct. The invitation link is the only way for the staff member to access your account.

Staff List

The Staff page shows all your team members. Each row displays:

  • Name
  • Email
  • Role
  • Status — Active (can log in), Inactive (cannot log in), or Archived (removed)

Use the Search bar to find a staff member by name or email. The list shows 15 staff members per page.

Deactivating Staff

Deactivating a staff member immediately revokes their dashboard access. Their sessions are terminated and they cannot log in until reactivated.

  1. Find the staff member in the list.
  2. Click Deactivate.
  3. Confirm the action in the popup.

To reactivate, click Reactivate next to their name. Their access is restored immediately.

Archiving Staff

Archiving is for staff members who have permanently left your business. An archived staff member:

  • Cannot log in
  • Does not count toward your staff limit
  • Is hidden from the active staff list
  • Has their data preserved for historical records (bookings, transactions, etc.)

{warning} A staff member cannot be archived if they have upcoming bookings assigned to them. Reassign or cancel those bookings first.

To archive a staff member, click Archive next to their name. To restore them, use Restore.

Restoring Staff

Restoring an archived staff member brings them back to active status. They will be able to log in again immediately and their previous data is preserved.