Add and Manage Staff
Who This Is For
Managers who need to invite staff, set access, and maintain team records for a service company.
Before You Start
- You must be signed in as a manager
- You need the staff member's email or WhatsApp number
- Decide the hourly wage, optional services, and permissions before sending the invite
Steps
- Open the manager area and go to My staff.
- Select Add staff.
- Choose how to invite the staff member by email or WhatsApp.
- Enter the contact details and the hourly wage.
- Select the permissions and optional services the staff member should have.
- Review the invite details, then send the invitation.
- After the invite is sent, return to the staff list to monitor the invitation status.
- Open a staff profile when you need to adjust details, permissions, services, or performance access.
- Use Send invitation again if the invite was not received.
- Use Delete only when the staff member should no longer have access.
Rendering diagram...
What Happens Next
- The staff member receives a manager-issued invitation
- The staff list shows the new record after the invite is created
- In staff details, you can review settings, resend the invite, change permissions, update services, and view performance-related data
If This Doesn't Work
- Check that the email address or WhatsApp number is correct
- Make sure the hourly wage and required permissions are filled in
- Try sending the invitation again from the staff details page
- If the staff profile is incomplete or the invite will not send, refresh the staff list and try again
Contact Support When
- The invite does not send after you verify the contact details
- You need help restoring access after a deleted or blocked staff account
- Permissions or service assignments do not match what you selected