Question 1

How do I add a team member?

Accepted Answer

Team, Add team member. Required: name and color. Optional: email, phone, role label, mobile day view toggle.

Question 2

Are team members the same as Staffify users?

Accepted Answer

No. Staffify users have dashboard logins (Settings, Team Management). Advanced Booking team members are people delivering services on the booking page. They are not auto linked but one person can be both.

Question 3

How do I set a team member schedule?

Accepted Answer

Open the team member, go to Schedule tab. Set start and end per weekday or mark as off. Personal schedules override company defaults under Settings, Availability.

Question 4

How do I add time off?

Accepted Answer

Team member detail, Time off tab, Add time off. Pick date range and optional reason. Existing bookings in the range are not auto cancelled.

Question 5

What is the difference between Deactivate and Delete?

Accepted Answer

Deactivate hides from booking page, keeps history, reversible. Delete is permanent. Use deactivate for leave or sabbatical, delete for someone who left for good.

Question 6

What if I delete someone with upcoming bookings?

Accepted Answer

Advanced Booking blocks the delete and opens Bulk reassign. Pick a target team member, confirm, and Advanced Booking moves the bookings and retries the delete. Requires another active team member to exist.

Question 7

Can I move bookings between team members without deleting?

Accepted Answer

Yes. Single booking from the detail panel, multiple at once via the Bulk reassign dialog on the team member row even when active.

Question 8

How do I let a team member see their own bookings?

Accepted Answer

Either invite them as a Staffify user with login, or enable Mobile day view and share the magic link. Mobile day view is read only.

Question 9

How do team members get notified about new bookings?

Accepted Answer

Set their email and enable Notify on assignment. They get an email each time a booking is assigned to them with date, service, and customer details.

Question 10

What about commission and payroll?

Accepted Answer

Not built in. Export the Bookings list as CSV filtered by team member and date range, then calculate in a spreadsheet. Commission report is on the roadmap.