How do I add staff and choose what they can do?

Invite someone

1. Go to Settings › Business › Team & permissions and click Invite someone.
2. Fill in their first name, last name and email. They sign in with that email.
3. Choose a Role. Staff do what their permissions allow. An Admin can do everything, billing and the team included. Only admins see this choice; others can only invite staff.
4. For a groomer, turn on Takes grooming appointments and pick a Highlight colour for their bookings.
5. Click Send invite. They get an email to set their password, and the link works for 14 days.

If an invite runs out, open the ⋯ menu on their row and choose Resend invite. To add someone without an invite email, an admin can type a Password under Set their password and click Add to the team, then give them the password.

Choose their permissions

1. On the team list, click Permissions beside the person, or choose it from their ⋯ menu.
2. Tick a whole area, or click the words in its Access column (such as No access) to tick single permissions, such as Rates, Refund or Sales reports.
3. To start from someone else’s, click Copy from…. To go back to the usual set, click Reset to staff defaults.
4. Click Save changes. The change reaches them straight away, even if they’re signed in.

New staff start with the usual permissions at the location you’re signed in to. They can manage customers and pets, take bookings, send messages, create and edit invoices (voiding items included) and give refunds. They can see your settings and change a few lists, such as forms and waivers, retail products, tags and breeds, but not your prices, rooms, team or location settings. Their only reports are Special Services, Pet Count Report and Medications. Check that this suits each person.

Things to know

• Permissions are set for each location. Someone works at a location once they have a permission there, and admins work everywhere. To set them at another location, choose it under Editing location at the top of the Settings menu.
• To use Messages, a person needs the Messages, Customer management and Phone permissions.
• Without the Email or Phone permission, customers’ email addresses or phone numbers are hidden from that person.
• For customers to book a groomer online, the groomer needs Grooming shifts under Settings › Business › Staff schedules and their switch on under Groomers customers can book in Settings › Booking & policies › Online booking.
• To stop someone signing in, choose Archive from their row’s menu. What they did stays on record. To bring them back, click Show archived and choose Restore. The business always keeps at least one admin.
• Reports › Activity Report shows who created, changed, cancelled or deleted reservations, invoices, memberships and customers, and when.