Teams and employees

Open Teams in the sidebar to manage Departments, Teams, and Employees on one page with tabs.

Staff structure: Department → Team → Employee.

Summary cards

The top section shows organisation metrics for the selected period, such as:

• Total teams and employees
• Top team or utilisation highlights (wording varies by data)

Use period pills to compare intervals.

Departments tab

Departments group teams (for example Salon, Mobile unit).

Add a department

1. Open Teams → Departments.
2. Click Add department.
3. Enter name and optional description.
4. Save.

Filters

• Search by name
• Team size bucket
• Description present or absent
• Sort and pagination

Open a department row for department detail.

Teams tab

A team delivers services at locations and links to service Delivery and Availability.

Add a team

1. Open Teams → Teams.
2. Select a department (required before other filters apply).
3. Click Add team.
4. Assign members and set business hours.
5. Link the team to services in the service wizard.

Filters

• Department (required for name search)
• Team name
• Sort and pagination

Open a team for team detail.

Employees tab

Each employee is a staff record that can log in (admin or employee role) and appear on team rosters.

Add a new employee

1. Open Teams → Employees.
2. Click Add new employee.
3. Enter profile details, role, and contact information.
4. Assign to teams and set skills where configured.
5. Save — the employee can receive login credentials per your onboarding process.

Filters

• Search
• Position, role, status
• Skill
• Sort and pagination

Open an employee for employee detail.

Availability

Team business hours define when slots can generate. Employee time-off blocks individual availability even when the team is open.

Related

• Team detail
• Employee detail
• Department detail
• Manage locations
• Service schedules