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Staff Management (Web)

Purpose​

Run staff operations on web including invite lifecycle, profile updates, and service assignments.

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 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.

Common mistakes​

  • Creating new record instead of resending pending invite.
  • Keeping inactive staff assigned to active services.
owner web staff-management screenshot

Shared web staff onboarding and assignment operations.