Team

Team is the one place where everything about your staff comes together — who they are, when they work, what they can do in the app, what they earn, and how their hours and leave get logged. The Calendar pulls their schedule and blocked time. Sales pulls their commission rates. Accounting pulls their payroll.

The Members tab lists everyone on your team — active and inactive — with their role, calendar colour, and location assignment.

• Search by name or email.
• Filter by status (active / inactive) or location.
• Open any member for the full profile (Profile, Finance, Schedule, Permissions, Notifications tabs).
• Deactivate a member to hide them from the Calendar and the booking site without deleting their history.
• Remove a member for good — destructive, only the owner role can do this and only non-owner members can be removed.

1. 1Click Add Team Member on the Members tab.
2. 2Choose a role (or "Custom" to configure permissions manually).
3. 3Generate an invite link. The link is valid for 7 days.
4. 4Share the link — email, WhatsApp, SMS, paper if you must.
5. 5The invitee opens the link, creates a password, and lands in the dashboard as a full member.

Each member has a weekly schedule — the days and hours they're available. The Calendar reads this to show shifts on the grid and to reject online bookings outside their hours.

1. 1Open the member profile and go to the Schedule tab.
2. 2For each day Monday–Sunday, either mark it as Day Off or add one or more shifts.
3. 3Within any shift, add breaks — the Calendar paints these as labelled blocks so clients can't be booked into lunch.
4. 4Save. Changes apply immediately to the Calendar and online booking.

Permissions are granular toggles per feature. Each member gets either full access or a custom set: Appointments, Clients, Catalogue, Sales, Team, Reports, Settings, Inventory, Booking, Addons, Tickets, Resources, Events, Expenses, Credit Notes, Cash Register, Follow-ups, Loyalty, Insurance.

Notifications decide what they're told about. Each member ticks which events trigger a notification for them — new online bookings, appointment no-shows, low-stock alerts, stock-order arrivals, daily summaries, ticket replies. Turn them all off and the member only uses the app manually; turn them all on and they're the first to know when anything moves.

The Finance tab on a member's profile is where pay structure and earnings are configured and reviewed.

Pay type

Hourly · Salary · Commission Only.

Hourly rate

Required for hourly pay — used by Timesheet and Pay Runs.

Monthly salary

Fixed amount for salaried members, also used by Pay Runs.

Pay frequency

Weekly / bi-weekly / monthly — controls how Pay Runs batch.

Employment dates

Start and optional end date — leave end blank for an ongoing contract.

Default commission

Percentage or flat amount per service/product line attributed to this member at checkout.

Per-service commission

Overrides the default on specific services — useful for special rates on high-margin treatments.

The Earnings section is read-only — pick a date range and see total earnings, split between appointments and product sales.

Blocked Times is the Team-level overview of every non-bookable block across every member. Same data the Calendar shows — different angle, better for HR actions like cancelling a whole training day.

• Create a block for any member — vacations, meetings, training, dentist appointments.
• Repeat blocks daily, weekly, or monthly with a Repeat until date.
• Delete with scope: this occurrence, this and future, or the whole series.

A read-only weekly grid of everyone's shifts, breaks, and approved leave in one view. Click a member name to jump to their individual schedule for edits. Useful for spotting coverage gaps before they hit the booking site.

Clock-in / clock-out tracking with break support. Can be used by each member on their phone, or by a manager at the front desk on everyone's behalf.

Clock In

Starts the work timer for the day. Marked on-time or late against the scheduled shift.

Start Break

Pauses the work timer.

End Break

Resumes the work timer.

Clock Out

Ends the day. Marked on-time or early.

Auto Closed

If someone forgets to clock out, the system closes the shift at the end of their scheduled time and flags it.

The history view is filterable by member and date range. Missing records can be fixed with a Manual entry — useful for the first week when everyone forgets to clock in.

A weekly or custom-range comparison of scheduled vs actual hours, per member. Shows total hours, break minutes, overtime, late arrivals, and early departures — a single sheet that feeds payroll.

A pay run is a frozen batch of pay — one per pay period. It groups the hours, overtime, base pay, commission, bonuses, deductions, and net amount for each member into a single reviewable record.

1. 1Open Team → Pay Runs and click New Pay Run.
2. 2Pick the period and the members to include.
3. 3Review the draft. Edit bonuses or deductions, add notes where needed.
4. 4Submit for review. The data freezes.
5. 5Mark as Processed when you're ready to act on it. Mark as Paid when the money has gone out.
6. 6Back to Draft unlocks the pay run again if a mistake is caught.

Leave tracking lets team members request time off and managers approve or reject the requests. Balances are tracked per leave type.

1. 1A member opens Team → Leave and clicks Request Leave.
2. 2They pick the leave type (Annual, Sick, Unpaid, etc. — configured by the admin), the dates, and an optional reason.
3. 3A manager reviews the request. Approve adds it to the Team Schedule; Reject closes it with an optional note.
4. 4The member's balance updates; future requests check against the remaining quota.

• Commission settings feed Sales, which feed Pay Runs. Set them up carefully once rather than editing pay runs row-by-row.
• Copy schedule is your best friend — build one clean shift pattern and stamp it across similar roles.
• Use Blocked Times, not Day Off, for known absences like a dentist appointment — the reason stays attached.
• Run a Pay Run in Draft a week before payday. Fixing errors in draft is an order of magnitude easier than unpicking a Paid run.