Staff

Add a staff member

Your plan sets how many staff you can add — the page shows "N/M staff used".

1. 1Go to Staff → Directory and click "New Staff".
2. 2Enter first and last name.
3. 3On "Details", add phone and email, choose a "Role" (required), and set joined date, salary, and commission if needed. Turn on "Show on storefront" so customers can pick them when booking.
4. 4Click "Create".

Invite staff to log in

1. 1Open the staff member and make sure they have an email on "Details".
2. 2Go to the "Access" tab and choose an access role: Admin, Manager, or Staff.
3. 3Click "Invite to log in". Their status changes to "Invite sent" until they accept.
4. 4To change their role later, pick the new role and click "Update role & resend".

Set a cashier PIN

1. 1Open the staff member and go to the "Access" tab.
2. 2Under "POS PIN", enter a 4-digit "Cashier PIN" and click "Set PIN".

Each active staff member needs a different PIN.

Edit or remove staff

1. 1Click a staff member to edit, then "Save". The "Options" menu has Assign Service, Duplicate, Send Email, and Delete Staff.
2. 2To remove several at once, select them, click "Remove", and confirm.

Apply for and approve leave

1. 1Open a staff member and go to the "Leave" tab.
2. 2Click "Apply Leave", choose the type, set start and end dates, add a reason or attachment, and click "Submit".
3. 3Go to Staff → Time off to see every request. Filter by status, type, staff, or dates.
4. 4Open a request and click "Approve" or "Reject".

Track hours

1. 1Staff go to Staff → Working day and click "Clock in" and "Clock out".
2. 2Managers go to Staff → Timesheet to review each week. Use "This week", Previous/Next, or "Jump to date".
3. 3Edit or delete a day's punches from its row.
4. 4Click "Export CSV" to download for payroll.