How to add a team member
When more than one person sees customers, each gets their own calendar and customers choose who to book with.
Where to start
The "Business" tab, then the "Staff" card
Open the staff tab
From "Business", tap the "Staff" card.
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The staff card with its team counter. Tap "Add Staff Member"
The button at the bottom of the screen opens the form.
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The "Add Staff Member" button. Fill in a name and phone number
The phone number matters most. It is what links the invitation you send to the account they will open, so it has to be the number they actually use.
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The name and phone number fields. Choose a role and permissions
The role decides what they see and what they can change. A manager sees almost everything, while a regular team member mostly sees their own calendar.
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Picking a role from the list. Check that "Open for bookings" is on
Only a team member who is open for bookings appears to customers on your booking page. If they work with you but do not see clients, leave it off.
Save and send the invitation
After saving, their card appears in the list with a "Pending" label. They receive a join link, and once they use it the label disappears. You can also tap "Copy link" and send it yourself over WhatsApp.
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A staff card with the "Pending" label and resend options.
Tips from the field
The invitation is checked against the identity of whoever opens it. If they try to join with a different phone number than the one you entered, the join is refused. Fix the number on their card and send again.
Each team member can have their own working hours, and those take priority over the general business hours.
You can add a team member with no active phone at all, purely to manage their calendar. Just do not send the invitation.
Common questions
Their card has a "Resend" action. If that does not help, use "Copy link" and send the link to them directly over WhatsApp.
Better not to. Close them for bookings so customers stop seeing them. That keeps their appointment history and your reports intact.
It depends on your plan. When you reach the limit, the add button offers an upgrade.
Related guides
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