Add everyone who takes bookings, and anyone who needs to log in to Bookingly. Each staff member has their own calendar, services, locations and working hours.
Add a staff member
- Open More > Staff > Staff members.
- Select Add.
- Complete the sections below and select Save.
When you save, a message confirms the person was added, and tells you if an invitation was sent. You need the Add staff members and edit their details, schedules and roles permission to add or change staff. Without it you can only view them.
Permissions
If you have permission to manage permissions, the first section is Permissions. Under Permission level, choose how much access the person has. If you choose no access, the person can't log in or see any bookings or account information. They can still be booked by customers and shown on the calendar.
The business owner always has full access and can't be changed. For how roles and invitations work, see Give Staff Access to Bookingly.
Profile photo
Add a photo to make people easy to recognise in Bookingly. For services businesses the photo is also shown on your booking page.
Basic information
- First name and Last name
- Email: used to send their login invitation.
- Mobile number
- Allow online bookings: when on, customers can book with this person. Turn it off for someone who works behind the scenes, or who you only book yourself.
- Title: an optional title such as Dr, Mr, Miss or Mrs.
- About: a short description shown on your booking page, with simple formatting.
Services
Choose which services the person provides. Only they can be booked for the services you select, and Select all chooses every service. See Setting Up Your First Service.
Locations
Choose the locations they work at. You must choose at least one location.
Working hours
For each location you chose, set the days and shifts the person works. See Set a Staff Member's Working Hours.
Edit a staff member
Select a person in the list to change anything above. If you leave the page with unsaved changes you are asked whether to discard them.
Delete a staff member
Open the person and choose Delete. If they have upcoming bookings, Bookingly lists them and asks you to cancel or reassign them first. Once deleted:
- they no longer appear on the calendar or can be booked
- their past bookings keep their name, marked as inactive
- this can't be undone
If someone is only leaving temporarily, use Book Time Off for Staff instead, or switch off Allow online bookings.
Sports and facilities
In a sports and facilities business, staff are added for logging in only. There are no services, locations, working hours or time off to set.