Change a team member's details

A team member's profile holds everything Saloon knows about them: contact details, which services they do, where they work, whether clients can book them online and which role they have. You change it in one window with tabs.

A team member's profile

Go to Settings › Team members › Team members and click a team member. The profile has these pages:

• Overview: the team member's figures over a period you choose, such as Total sales, Appointments, Rating, Clients, Working hours and Occupancy, with Upcoming appointments and Latest reviews.
• Personal: contact details, employment details, role, calendar colour, address, emergency contacts and notes.
• Workplace: the services, the settings, the PIN code and the locations the team member works at.
• History: who changed what about this team member, and when.

Edit the details

1. Open the team member and click Edit. From the list you can also use Actions › Edit.
2. Pick the tab you want on the left. Under Personal are Profile, Address and Emergency contacts; under Workplace are Services, Locations and Settings. On a phone the tabs are at the top; with only one location there is no Locations tab there.
3. Change the fields. A field that is not right is marked in red, and so is its tab.
4. Click Save.

What each tab holds

• Profile: photo, name, email address, phone numbers, Country, Calendar colour (the team member's colour in the calendar) and Job title, which online clients also see. Under Employment details are Start date, End date, Type of employment and a Team member ID for, say, your payroll. At the bottom there is room for Notes.
• Address and Emergency contacts: one or more addresses and people to contact in an emergency.
• Services: tick per category which services this team member performs, or choose All services. Once a service is switched on for one or more team members, only they can be picked for it.
• Locations: where the team member is scheduled and can be booked. At least one location is required.
• Settings: Allow online booking and the Role that decides what the team member may do in Saloon.

Bookable online or not

If you switch Allow online booking off, clients can no longer choose and book this team member through your online profile. In the calendar you can always make an appointment with them.

Working hours per location

You do not set working hours in this window but in the roster: Settings › Team members › Scheduled work hours. If the team member works at more than one location, choose the location there first. Each location has its own roster.

Who may do this

You see the list and the profiles with Can view the team members list. Editing takes Can manage the onboarding process for providers. Without Can view the team members list you do not see colleagues' contact and contract details. Address and emergency contacts need Can manage the onboarding process for providers. You set permissions under Settings › Team members › Permission roles. If Overview shows no sales, your role does not include them.

Frequently asked questions