Add and invite a team member

Every team member has their own card in Saloon and, once they accept the invitation, their own login. You add someone with a name and an email address. When you save, Saloon sends an invitation to that address straight away.

Add a team member

1. In the menu, go to Settings › Team members › Team members and click Add. On a phone you find Settings under Menu in the bar at the bottom.
2. On the Profile tab, fill in at least the First name and the Email. The invitation goes to this address. The last name, phone numbers, Calendar colour, Job title and Employment details are optional.
3. On the Services tab, choose which services this team member performs. A new team member starts with all services.
4. If your salon has more than one location, check on the Locations tab where the team member works. All locations are switched on by default; at least one has to stay on.
5. On the Settings tab, choose whether Allow online booking is on, and pick the Role. If you pick no role, the team member gets the default role.
6. Click Save. The team member now appears in the list with the label Invited and receives the invitation by email.

What the team member receives

• An email with a link to accept the invitation. The link is valid for 7 days.
• If the team member has no Saloon account yet, they fill in their name and a password on the invitation page (a mobile number is optional) and agree to the terms. They can also continue with Google. With an existing account they accept the invitation with that account.
• Once accepted, the Invited label disappears and the team member can sign in to your workspace.
• While the invitation is still open, you can already book the team member in the calendar.

Resend or revoke the invitation

1. Go to Settings › Team members › Team members. Choose Invited in the status filter to see only the open invitations.
2. Click Actions next to the team member.
3. Choose Resend invitation to send a new email with a new link, for example when the first link has expired.
4. Or choose Revoke invitation and confirm. The team member is taken out of your team and the link stops working.

The same buttons are on the team member's profile, which you open by clicking the team member in the list.

After adding

A new team member works the opening hours of their location. While they do, the roster shows Follows opening hours next to them. You set hours of their own under Settings › Team members › Scheduled work hours.

Who may add team members

You need the permissions Can view the team members list and Can manage the onboarding process for providers, in the Team area. Choosing a role for a new team member also takes Can manage permission roles. You set this under Settings › Team members › Permission roles.

Frequently asked questions