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For business owners

Add staff and choose what they can see

Give each staff member their own sign-in and limit them to the menus they need.

4 steps · about 2 minutes
  1. 1

    Open Staff and Team

    From the menu, tap Staff and Team, then Add staff member.

    Screenshot: Open Staff and Team
  2. 2

    Details and permissions

    Enter their name, email and phone. Tick the menus they can open, for example Bookings and Notes only. They cannot see your wallet, billing or referral earnings unless you allow it.

  3. 3

    Providers and capacity

    Turn on Provider for staff who serve customers. Each active provider lets one more customer book the same time slot.

  4. 4

    Sign-in details

    The staff member receives their sign-in details by email and phone. They are asked to set their own password when they first sign in.

Good to know

More guides for business owners

Register your business and go live
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Run several businesses from one account
Add another business, for example electrical and hardware, and switch between them with one sign-in.
Set up your public page, hours and social links
Add your logo, description, working hours, booking rules and social media so customers trust you.
Add and price your services
List what customers can book, how long each job takes and what it costs.
Accept, complete and manage bookings
Respond to new requests, assign staff and mark jobs complete so your calendar stays accurate.

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