How do I add a team member and choose which services they do?

Go to Settings › Team, click New team member, add their name and location, and click Add. Then open them again to tick the services they do.

Add a team member

1. Click Settings in the top bar, then Team (under People).
2. Click New team member.
3. Enter their Name. Email (optional) and Phone (optional) are for your records.
4. Under Locations, choose where they work.
5. Click Add. They appear on the Calendar for those locations right away.

Choose their services

A new team member starts with no services, so they won't show on your booking page until you pick some.

1. Click their name in the list (or Edit).
2. Under Services, tick everything they can be booked for. Under Add-ons, tick the extras they do.
3. Click Save services.

Removing a service only affects new bookings. Existing appointments keep what was booked.

If you're the only team member, you can do every service automatically and there's nothing to tick.

Then set their hours

Clients can only book them inside their working hours. Set those in Settings › Team hours. See How do I set my opening hours and each person's working hours?

Change details or locations

Open them, edit the fields, and click Save details. For locations, change the choices and click Save locations. You can't remove a location while they have upcoming appointments there, so move or cancel those first.

When someone leaves

1. Open them and click Deactivate under Status.
2. Confirm with Deactivate.

They come off the Calendar and nothing is deleted. Happli won't let you deactivate someone with current or upcoming appointments. Move or cancel those first. Click Reactivate to bring them back.

Good to know

• Team members don't have their own login yet. Only the owner signs in.
• Calendar colors for team members are picked for you.

Related articles

• How do I set my opening hours and each person's working hours?
• How do I add or change a service?
• How do I set up my location, address and time zone?

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