Team
If you work alone, you generally don't need Team at all. Add team members only if clients pick a specific person when booking, or if you want a staff member to have their own account to access the schedule.
01Adding a team member
Click "+ New team member" and enter a name, status (active/inactive), and optionally a photo and email. Photos are automatically resized before upload - JPG, PNG, and WebP are supported, up to 4MB.
Team members can't be deleted - only deactivated. That's intentional: past appointments are linked to that team member and can't be left "ownerless." A deactivated member still shows up in your history, but is no longer offered to clients when booking.
02Staff access - the login invite
Enter a team member's email and a "Send invite" button appears. They get an email with a link (valid 7 days) where they set their own password and get access to their own staff portal.
Re-sending the invite is also the only way for a staff member to reset a forgotten password - there's no separate "forgot password" option on their login page. If you change or remove that team member's email, the old invite link stops working automatically.
03The staff link and poster
The "Copy staff link" button copies the staff login link (branded with your own logo/colors) that you can share directly. The "Staff poster" button opens a print-ready page with a QR code pointing at that same link - handy to put up on a wall.
Stuck, or something isn't working the way it should? Reach out, happy to help:
info@book-swift.com