Adding staff members to your SalonLife salon account lets you keep all your team’s information conveniently in one place. That way, everyone can use the shared calendar and manage bookings together, whether they’re beauty service providers or administrators helping organize other people’s calendars.
Overview of Adding a Staff Member
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Adding a new staff member basically involves two steps: first you create a new user in the workspace, then you send them an invitation by email.
- Go to the Apps page in SalonLife (wherever you happen to be) and open the Staff app.
- Click the (+) button to add a new staff member.
- Choose the staff account type.
- Staff member who provides services - gets a personal calendar and can book and manage services.
- Administrator (access only) - a free account with no calendar of their own and no ability to provide services, but with access to the salon’s admin functions.
- Add as many staff members as you need. The system may show a fee that applies to a staff account with a calendar for the remaining month or period.
- Click "Confirm", to finalize creating the new user.
NB! Administrator accounts are free, since they’re meant only for managing the salon. They don’t have a personal calendar or the ability to add or edit services.
Setting Up the Staff Member & Sending the Invitation
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Once the accounts are created, you still need to finish setting up the user profile and send the staff member an invitation.
- Next to the name of the staff member you just added, select the Set Up button.
- Fill in the staff member’s details:
- First and last name
- Email address
- Phone number (if needed)
- Then click Send Invitation, and confirm this step by selecting Yes.
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The staff member will then receive an invitation by email, which they use to create a user account or log in with an existing one. Once they’ve successfully joined, they can access the account and get started with their work.
TIP:
If the staff member can’t find the invitation in their inbox, it’s worth checking spam and other email folders too. It’s also a good idea to double-check on the staff member’s profile that the email address was entered correctly. If needed, you can correct the email and resend the invitation.
Adding new staff members to SalonLife is quick and easy, since you can create both calendar-based accounts for beauty service providers and free administrator accounts. Once you’ve added a staff member, you can immediately send them an invitation so they can join the salon account and start using bookings and the calendar.