Getting Started
Adding Staff & Providers
Invite team members, assign services, and manage role permissions.
A few minutes to read
Providers are the people who deliver your services. During onboarding, your own account is automatically added as the first provider.
Adding a new staff member
- Go to Staff > Add Staff.
- Enter their name, email, and phone number.
- Set a password (they can change it later).
- Assign the services they will deliver.
- Set their individual schedule later from Staff > Schedules.
Role permissions
Each staff member gets a role that controls what they can access:
- Admin — full access to everything.
- Manager — all access except billing.
- Staff — can only see their own schedule and bookings.
You can update a provider’s name, photo, bio, job title, and years of experience from their profile page at any time.
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Still stuck?
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