Remove a team member
Take a team member out of your team. Read what happens to their appointments and details, and why private details are erased after 30 days.
When someone no longer works at your salon, you remove the team member. They disappear from the calendar and can no longer sign in to your workspace. What they did, such as appointments and sales, is kept.
Before you start
- If the team member still has upcoming appointments, you cannot remove them. Move those appointments to a colleague or cancel them first. Cancelled appointments and no-shows do not count.
- If the team member has not accepted the invitation yet, choose Revoke invitation instead of removing them.
- You cannot remove the workspace owner. Transfer the ownership first from the account menu: Workspaces › Manage › Actions › Transfer workspace ownership.
- You do not remove yourself here. You leave a workspace from the account menu: Workspaces › Manage next to the workspace › Actions › Leave workspace.
Remove a team member
- Go to Settings › Team members › Team members.
- Click Actions next to the team member and choose Remove member. You can also open the profile and choose Remove member under Actions there.
- Read the message Delete team member? and confirm. The team member disappears from the list.
What happens straight away
- The team member no longer has a column in the calendar and is in no picker any more.
- The team member can no longer sign in to your workspace. Their own Saloon account stays for other workspaces.
- The links to services and locations are removed.
- Finished appointments, sales, the roster as it was and time off are kept with the team member's name, so your reports still add up.
What happens after 30 days
Thirty days after the removal, Saloon erases the team member's private details: home address, emergency contacts, phone numbers, email address, PIN code, photo, Team member ID, gender and the notes on their card, and the reports they had saved themselves. The description on their time off goes too. The name, the start and end date and what the team member did are kept as your salon's record. That information belongs to your workspace.
Who may do this
You need the permission Can manage the onboarding process for providers. You set this under Settings › Team members › Permission roles.
Frequently asked questions
Can I archive a team member or switch them off for a while?
There is no archive. Give the team member the No access role and switch off Allow online booking; they can then do nothing in Saloon and clients cannot book them online. Choosing a role takes Can manage permission roles. For leave, register time off instead.
Can I bring back a removed team member?
No. You can add the person again with their email address; they then get a new invitation.
Do the team member's sales stay in the reports?
Yes. Appointments and sales are kept with the team member's name.
I get a message that the team member still has appointments. How do I find them?
In the calendar, show only this team member and browse ahead. Upcoming appointments on their profile lists the coming 60 days. Move or cancel them, then try again.