How do I add Team Members?

Created by Jessica Hoi, Modified on Wed, 28 Aug at 12:50 PM by Jessica Hoi

Add new Team Members

  1. Click on the Team Member icon on the left side menu.
  2. On the Team Member tab, click Add Team Member
  3. Input the Team Member's personal information:
    • Upload a picture
    • First and Last name
    • Job Title
    • Employment Start date (this will also be when appointments are available from)
    • Bio (can include past experience, some personal info like the pets they have)
    • Contact Details
    • Calendar colour

  4. Click Next and input select the workplace where this Team Member can work
    Note: You can select more than 1 workplace if a Team Member works at multiple locations, but you'll need to ensure this is reflected when managing shifts so they aren't double booked at multiple workplaces, or not allowing time to travel between.

  5. Click Next 
  6. Adding services is optional
    • If you have services already set up, you can add them here
    • Otherwise, you can add services to Team Members later by updating existing services
  7. Click Save


If you make a mistake at any point or you want to double check the information you've input before saving, you can go back to the previous section by selecting the relevant circles on the top. Otherwise, you can go back to the Team Member in the Team section and update them.


Your Team Member will then be available and you can then add shifts.

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