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Staff Management (Mobile)

Purpose​

Manage staff lifecycle from invite to service assignment while keeping team records searchable and accurate.

Prerequisites​

  • Business registration is approved and workspace is active.
  • Your role has access to the feature module on the selected platform.

Step-by-step​

  1. Open Staff tab and send invite to new staff member by email.
  2. Track invite state and complete profile details once invite is accepted.
  3. Assign services and schedule responsibilities for each staff member profile.
  4. Use search and filters to find staff by status, role, or assignment coverage.
  5. Update staff details whenever availability, contact, or role attributes change.

Decision points​

  • If invite is pending too long, resend invite instead of creating duplicate staff records.
  • If staff loses service competency, remove assignment before next booking cycle.

Expected result​

Staff directory stays current, searchable, and aligned with service delivery capacity.

Common mistakes​

  • Keeping duplicate staff profiles after repeated invite attempts.
  • Forgetting to remove old assignments after role changes.
owner mobile staff-management screenshot

Shared mobile workflow for staff invite, updates, and assignments.