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Add team members to your workspace
Add team members to your workspace
In this guide you’ll learn how to create profiles for team members and invite them to join your workspace.
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From the main menu on the left of your screen, go to Team.
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In the left menu panel, select Team members and click on the Add button in the top right to create a new team member profile.
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In the Add team member page, select Profile in the left menu panel and enter the team member’s personal and work details, including their name, contact information, profile image, calendar color, job title, and employment details.
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Allocating a calendar color for the team member means their scheduled appointments will appear in this color, based on your Calendar display settings.
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Click on the Add button in the top right to save the team member's profile.
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From the Team member added page, click on the Done button to exit.
Once the team member’s profile has been created, they’ll receive an email invitation to join your workspace and set up their professional profile.
If your business has multiple locations, you’ll need to assign the team member to at least one location to save their profile. In the left menu panel, go to Locations and tick the checkboxes next to the locations where they work.
Add a team member’s personal address to their profile
- Open the Edit team member page for a Team member.
- In the left menu panel, select Addresses and click on the Add an address button.
- In the Add address pop-up, enter an Address name to label it in the profile, for example "Home address". Then, under Address, start typing to select from the suggested options. Click on the Add button to save the address to the team member’s profile.
- You can add multiple addresses by selecting the Add an address button.
- Click on the Save button in the top right to update the team member profile details.
The team member’s profile will be updated with the new address. You can make changes or delete the address at anytime by following the same steps and clicking Edit next to the address you want to update.
Add emergency contacts for team members
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Open the Edit team member page for a Team member.
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In the left menu panel, select Emergency contacts and click on the Add an emergency contact button.
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In the Add emergency contact pop-up, enter the contact’s name, relationship to the team member, email address, and a mobile number. Then click Add to save the contact information.
- You can add multiple contacts by selecting the Add an emergency contact button.
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Click on the Save button in the top right to update the team member profile details.
The emergency contact will be added to the team member’s profile. You can update it at any time by following the same steps and clicking Edit next to the contact you want to change or delete.
Assign team members to the services they can provide
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Open the Edit team member page for a Team member.
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In the left menu, select Services to assign the team member the services they can provide.
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Search for and tick the checkboxes next to each service.
- You can select All services to assign everything at once.
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Click on the Save button in the top right to update the team member profile details.
Once services are assigned to a team member, you’ll be able to schedule appointments for those services under their name in the calendar.
Assign team members to additional locations they work at
- Open the Edit team member page for a Team member.
- In the left menu, select Locations to assign the team member to the locations they work at.
- Tick the checkboxes next to each location where the team member works.
- Select All locations if the team member is available to work across every location in your business.
- Click on the Save button in the top right to update the team member profile details.
Make a team member bookable on the calendar and set their permission levels
- Open the Edit team member page for a Team member.
- In the left menu panel, select Settings to manage their appointment settings and workspace access:
- Under Appointment settings, tick Allow calendar bookings to make the team member bookable in the calendar.
- Under Permission level, set the access level for the team member’s workspace permissions. You can customize what each permission level can access your workspace settings.
- Click on the Save button in the top right to update the team member profile details.
Once a team member has workspace access, they'll be able to view and use all areas of the workspace allowed by their assigned permission level.
If you are on the Team Plan subscription with multiple bookable team members, you’ll have the option to manage their pay settings, including Commissions, Wages and timesheets and Pay runs.
FAQs
Team members can only be part of one business workspace at a time. While they can work across multiple locations within the same workspace, they can’t be part of multiple separate business workspaces. To join a new business, they’ll need to leave their current workspace first.
Team members can be assigned across multiple locations within one business. You can choose to assign them to selected locations or all locations through their team member profile.
You can update your team member’s details, including their permission levels, at any time. For this, select the Team member, click on Actions, then Edit and update their profile before clicking Save.
Yes, you can create a team member profile without granting system access. During the setup in the Settings section, set the permissions to No access. This will ensure that an invitation is not sent.
When a team member is connected to your workspace, we'll use their profile details by default. You can update these at any time for your workspace without impacting the team members personal profile.
If the team member has added their profile picture and is connected as a Fresha user, you cannot delete it. However, you can override it by uploading a different picture.
To permanently delete a team member's profile, first archive the profile by clicking Actions and Archive. Then, change the filters on the team member list to Archived, select the profile, click Actions again, and choose Delete permanently.
Yes, each bookable team member will be charged a monthly subscription fee. Learn more.
Clients will be able to see a team member’s profile image, first name and job title. Any star ratings under the team member will also be displayed if enabled in Scheduling.
If you are already on the Team plan subscription, any new team members added will be calculated in your next billing cycle.
If you’re an Independent using Fresha with only one bookable team member, adding additional bookable team members will require upgrading to the Team plan subscription. After you add the new team member's profile, you’ll be directed to the Change your plan page, where you’ll be prompted to upgrade your subscription in order to save the bookable team member.
To create a team member who can't be booked in the calendar, start by clicking the Close button on the Change Your Plan page. Then, in the Add Team Member view, open Settings from the left-hand menu. Uncheck Allow calendar bookings, and click Add to save the team member's profile.
Yes, you can add multiple addresses and emergency contacts to a team member’s profile.
