Staff Overview
Your staff are the heart of your business. This guide explains how to add, manage, and organize your team so everyone has the tools they need.
Why Add Staff to Your Store?
- Assign roles -- Give each team member the right access level (cashier, manager, or admin).
- Track performance -- See who is making sales, handling orders, or helping customers.
- Improve security -- Limit sensitive actions to trusted staff only.
- Smooth operations -- Make shift changes, permissions, and communication easy.
What You Can Do
- Add new staff -- Quickly add team members as your business grows.
- Edit staff info -- Update names, roles, or contact details anytime.
- Manage schedules -- Set weekly working hours and one-off overrides so the booking system knows when each staff member is available. Requires the Events (Advanced) feature.
- Remove staff -- Remove staff who no longer work with you.
- View your staff list -- See all team members in one place with search and filters.
Field Explanations
| Field | Description | Required | Example |
|---|---|---|---|
| Enable | Whether the staff member is active and can access the store. The store owner is always enabled and cannot be deactivated. | Yes | Yes |
| First Name | The staff member's first name | Yes | Maria |
| Last Name | The staff member's last name | Yes | Santos |
| Email address for login and communication | maria@email.com | ||
| Role | The staff member's role (cashier, manager, admin, etc.). The store owner's role cannot be changed. | Yes | Cashier |
You only need a name and role to get started. More details help you manage your team better.
Tips
- Assign clear roles so everyone knows their responsibilities.
- Keep staff info up to date for smooth scheduling and communication.
- Use notes for special instructions or preferences.
- Remove staff promptly when they leave to keep your system secure.