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Staff Management (Owner Web)

Purpose​

Run staff management directly from Owner Web workspace with role-appropriate permissions.

Prerequisites​

  • Active OWNER profile is selected for the target business.
  • Business registration is approved and module access is enabled.
  • You have required data prepared for this workflow (staff, services, or policy settings).

Step-by-step​

  1. Open Staff module and send invite emails for new team members.
  2. Track invite acceptance and complete missing staff profile fields.
  3. Assign each staff member to relevant services and schedule templates.
  4. Use search and filter controls to manage larger teams quickly.
  5. Update staff records as roles, services, or availability change.

Decision points​

  • If invite fails delivery, confirm email and resend from existing record.
  • If staff leaves team, remove assignments before deactivation to prevent booking errors.

Expected result​

Staff records remain operationally consistent with services and schedule ownership. Owner role can complete this workflow end-to-end and continue to owner-only controls when needed.

Common mistakes​

  • Creating new record instead of resending pending invite.
  • Keeping inactive staff assigned to active services.
  • Applying changes without confirming impact on currently scheduled appointments and staff assignments.
owner web staff-management screenshot

Owner web wrapper for shared staff management workflow.