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Staff Roles

Steps on how to create staff roles

Will Patterson avatar
Written by Will Patterson
Updated this week

Overview

A Staff Role, unlike Privileges, is a person's job title at a business. Every person is assigned to one Staff Role. Proper assigning of Staff Roles is crucial because the Staff Role determines if that person provides services, can be booked online, and which services that Staff Role can perform.

Adding Staff Roles

Before adding an individual employee, first, create his or her role at the business.

  1. Navigate to the main business page settings (gear icon) and go to Staff Roles > New Staff Role.

  2. Enter the name of the staff role and check or uncheck the box below the role name to indicate if the role performs services for customers and if the role should be included in the calendar and/or schedule.

  3. Complete by clicking Save. Repeat this process for all of the roles at your business.

If individuals are assigned to a staff role that does not perform services, that individual does not appear in the booking overlay.

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