Manage staff and permissions
Add staff members, assign services and schedules, and provide only the access each person needs.
Updated July 23, 2026Add a staff member
Open Staff → Add staff member and enter the person’s name, work email, role, time zone, services, and regular availability. Use their individual work email so invitations and security notices reach the correct person.
Assign services and availability
A person appears as an option for a service only after they are assigned to it. Their bookable times are calculated from their availability, existing bookings, and blocked time.
After making changes, preview the public booking page and select that service. Confirm that the expected dates and times appear.
Follow least-access principles
Give staff only the permissions needed for their work. People who only manage their own appointments should not receive business-wide billing or administrative access.
- Review access when responsibilities change.
- Remove access immediately when someone leaves.
- Never share an owner or administrator password.
- Ask each staff member to use their own account.
Remove a staff member
Review and reassign their future bookings before disabling or removing their access. Removing someone without reassigning upcoming appointments may leave customers without a responsible staff member.
If a connected calendar or payment account belongs to that person, disconnect or replace it according to your business process.