How do I update existing Team Members?

Update a Team Member

1. Click on the Team icon on the side menu
   
2. Find the Member you'd like to update and click on them
3. On the side panel, and click Edit

   Alternatively, you can click the Actions dropdown and select Edit Team Member.

4. Select the relevant tab and update the information
5. Click Save
   
   

Please note: You can delete clients by clicking the Delete button when editing, and this will archive them. The other way to do this is to click on the Actions dropdown and click Archive Member. This will then archive the Team Member so past appointments are still visible in the Appointment Calendar and Appointments in the Sales section. 

However, all future appointments booked with the Team Member will be cancelled.

You can also add time off by clicking on a Team Member, and once the side panel has opened, click the Actions dropdown and select Schedule Time Off.

View our page on managing shifts for more info on how to add and update shifts.