Add your team

Working alone? You're already on the team as the owner, with your own calendar column, and nothing here needs doing. Everyone else is added under Team.

Inviting someone

Press Add team member, enter their name and email, and pick a role. They get an invitation email and set their own password. Until they accept, they still show on the calendar and booking page if you've made them bookable, so you can fill their column before their first day.

Roles

Each role is a set of things a person can do. What they can't do simply isn't shown to them.

• Owner. Everything, including billing and who does what. There's one owner.
• Manager. Sees everyone's bookings; creates, changes and cancels them; manages services and prices, the team and invites, business settings and hours. Sees Payments and Reports, refunds payments and undoes sales.
• Front desk. Sees everyone's bookings and creates, changes and cancels them. Checks out visits and sees Payments. Refunds stay with owners and managers, except a deposit your cancellation policy gives back when a booking is cancelled. Counts stock and adds stock that arrives. No settings, no prices, no reports, no billing.
• Team member. Their own bookings and notifications. They edit their own photo, name, bio and mobile; their job title, services and hours are yours to set. They can count stock and add stock that arrives.

You can change a person's role any time from their profile.

Who does what

On each person's Availability tab, pick the services they provide. That's what decides whether a customer can book them for a haircut but not a colour. Each service's own page has the same list from the other side.

Takes bookings is the switch that puts someone on the booking page. A receptionist, or an owner who no longer takes bookings, stays on the team, off the page.

Their own hours and colour

Each person carries their own days and times inside the business's week, plus rosters and time away; see Set your hours. Their bookings wear their calendar colour when the calendar colours by team member (Settings › Calendar). Their job title shows under their name on the booking page.

In the app

In the BeNotely app, your team is under More › Team: add someone, change their profile or photo, their availability and hours, their time away and different hours, invite them, change their role, or remove them. Anyone on the team can change their own photo, name, mobile and bio under Account › Edit profile.

Their notifications

Each person chooses what they hear about and how, under My notifications; see Your notifications. A team member only ever hears about their own bookings.