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How do I add staff?

Go to Staff, click Add Staff Member and fill in the name and optionally an email, then choose if they are a Provider or Receptionist. The addition only creates a staff profile, not a login account; if you enter an email, an invitation is automatically sent so that the person can gain access on their own.

Go to Staff and click Add Staff Member. Fill in the name, optionally an email, and choose whether the member is a Provider or Receptionist. This creates a staff profile within your business — it is not the same as giving someone their own login account.

How to add a new member

  1. Go to Staff from the menu.
  2. Click the Add Staff Member box.
  3. Fill in the name — it is the only required field.
  4. Add an email if you want to send a login invitation; you can leave it blank.
  5. Choose a color so the member stands out on the calendar.
  6. Choose a role: Provider or Receptionist.
  7. If they are a Provider, assign them the services they can perform.
  8. Click Add.

Provider or Receptionist — what’s the difference

The Provider appears on the calendar and accepts bookings from clients. The Receptionist has only management access — they are hidden from the calendar and cannot have appointments booked with them. You can change a member's type whenever you want by clicking on the availability label on their card.

Adding creates a login account

Not automatically. A staff member is not the same as an organization member (someone who logs into the management dashboard). If you filled in an email during the addition, an invitation email is automatically sent; the person gets their own account only after they open the link and accept it. Without an email, no invitation is sent — the member works normally as a Provider or Receptionist, just without their own login, until you send them an invitation later from their page.

How many staff can I add

In the free plan, you can have up to one active Provider. Receptionists do not count towards this limit, so you can add as many as you want. For more than one Provider, you need the Pro plan.

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