Getting started: Staff management

Overview

Staff Management creates the salon's staff record and controls the person's role and active access. Add only people who should work with your salon data.

Who can use it

Owners and managers can manage team membership. Employees and cashiers use the access granted to them; available POS access depends on the salon plan and assigned role.

Before you begin

Collect the person's name, phone number, job responsibilities and intended POS role. If they already have a verified platform phone user, use that verified number.

Steps

1. Open Staff Management from the dashboard.
2. Choose the add-staff action and enter the requested name, phone and role details.
3. If the person already has a verified phone user, link that user using the matching verified phone number.
4. Save the staff record, then ask the person to sign in through the platform's phone flow if they are not already active.
5. Review the staff list and deactivate or remove access when someone leaves.

Best practices

Use individual phone identities, not shared credentials. Review roles regularly and give each person only the access needed for their work.

Important rules and limitations

Creating a staff record does not send an invitation or create a phone account. Linking is available for an already verified phone user; the person must complete the platform's own sign-in process. Salon membership and POS role remain separate concepts.

Troubleshooting

If linking fails, check that the phone identity is already verified and matches exactly. If the staff member cannot sign in, they should use phone authentication rather than wait for an invitation that the platform does not send. Ask an owner or manager to correct a role.

Completion checklist

• Staff record saved
• Verified phone linked where applicable
• Least-privilege role assigned
• Person can sign in
• Former staff access removed

Related guides

Subscription and billing · Messaging settings · Reports and analytics