Inviting your first staff member

To invite a staff member, go to Staff and click Invite Staff Member.

Fill in their first and last name, and the email address you'd like to send the invitation to. You can also optionally add a profile photo on their behalf.

Permissions

Choose between two permission levels:

Admin — full access to everything in the business.

Specific Permissions — lets you control exactly what the staff member can access. The available permissions are:

• View All Bookings — see all business bookings, not just ones they're assigned to

• Manage Bookings — create, edit, and cancel any booking across the business (requires View All Bookings)

• View Financials — see pricing, revenue stats, invoices, and payment data

• View Clients — access the clients section and view contact details like email and phone

• Manage Clients — add and edit client records (requires View Clients)

• Inbox Access — view and reply to client conversations for their actively assigned jobs

• Manage Staff — invite, edit, and deactivate non-admin staff members

• Manage Settings — access and edit business settings

When you're ready, click Send Invite. Your staff member will receive an email with a link to accept the invitation and set up their account.

Setting availability

Once the staff member has accepted their invite, availability hours can be set for each day of the week — either by the staff member themselves or by an admin on their behalf. Availability helps inform scheduling when creating bookings.