Add Staff and Assign Services

Audience: Vendor

When to use this

Use this when you need to:

• add your first team member
• assign services to staff
• make staff bookable in the calendar and public booking

Before you start

• At least one service should already exist.

Steps

1. Open /staff.
2. Create a new staff member.
3. Enter the basic details.
   • name
   • role
   • phone if needed
4. Assign one or more services to the staff member.
5. Set working hours.
6. Save the record.

What happens next

• The staff member appears in staff management.
• The staff member can appear in appointment creation and scheduling.
• If active and assigned, the staff member can support booking availability.

Best practice

• Keep services tightly assigned.
• Do not assign every service to every staff member unless they actually perform them.
• Set working hours before relying on availability.

Common issues

Staff does not appear in booking or appointment flows

Check:

• the staff member is active
• at least one service is assigned
• working hours exist

Public booking is still disabled

Make sure there is at least one active staff member in the business.

Availability looks wrong

Check:

• staff working hours
• blocked time
• overlapping appointments

Related articles

• complete-vendor-onboarding.md
• create-an-appointment-manually.md