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Staff overview

Staff lists everyone on your team, what they can do and where, and whether patients or customers can book them. It's also where you invite someone new.

Your team

Open Staff, under Team and tools in the sidebar. The tabs are Active, Invited (invitations not yet accepted) and Removed. Search by name, email or job title; with two or more locations, choose one; and Filter by access, whether they can be booked, and what they're a good match for.

Staff: 3 people and 1 invitation waiting. Dana Hill, you, a business admin; Amira Khan, a pharmacist and location manager at Northside, bookable for 3 services and a good match for PCOS and weight loss; and Sam Rivera, a dispenser with chosen permissions.
A clinic's team

Each person shows their job title, their access and where, whether they can be booked, and when they were last active. A person's menu has Add time off and Remove from team; an invitation's has Resend invitation and Cancel invitation.

Inviting someone

  1. Invite staff

    Click Invite staff, and enter their Email, First name, Last name and, if you like, Job title.

  2. Access

    Choose the closest: Own work only, Location operations or Location manager. Business admins can also make someone a location or business admin. You can fine-tune it on their page later.

  3. Where and what

    Choose where they work, any task lists they get when they join, whether patients or customers can book them, and their calendar colour.

  4. Send invitation

    Click Send invitation. They get an email with a link to join, which works for 7 days.

Invite someone to your team: email, first and last name, an optional job title, the access to start with, where they work, task lists for when they join, whether patients can book them, and Send invitation.
Inviting someone

The link opens a page to join your business: they sign in, or create an account, with the email you invited. Resending an invitation sends a new link, and the old one stops working.

Who can use it

The Staff permissions: Create (invite), View, Edit and Delete (remove). Everyone can open their own page. Nobody can change their own permissions.

In this section

Carry on with the detailed Staff guides: