Adding and managing staff

What is a staff member in Stippa?

A staff member is someone at your business who carries out appointments. You put appointments on a staff member, and customers can choose online who they come to.

A staff member isn't a login yet. If you want a colleague to be able to log in too, give the staff member an account. How that works is explained below under Giving them their own login.

Adding a staff member

1. In the side menu, go to Staff, under Administration, and click New staff member.
2. Fill in the Name.
3. Leave Bookable online on if customers may choose this staff member online or be assigned to them. If you switch it off, you can still book that staff member in yourself from the dashboard.
4. Click Create staff member.

Only an owner or admin can add staff members.

What's already set up

• Services: a new staff member can do every service set to All staff members straight away. If you've limited a service to certain colleagues, add the new staff member to it yourself. See Linking staff to services.
• Working hours: a new staff member follows the business roster. If they work different hours, give them their own working hours on Availability. See Setting availability per staff member.

Adding a photo

You add a photo once the staff member has been created. Click the staff member in the list and choose Upload photo.

At first a photo is only visible in the dashboard. Switch on Show photo to customers if the staff member agrees to that. While it's off, customers see their initials in the booking widget and on your website. Without a photo you can't switch it on.

Changing a staff member

Click a staff member in the list. You change their name, Bookable online and the photo there. Working hours takes you to Availability with that staff member already selected, and View appointments shows that staff member's appointments.

Under Working arrangement you choose Employed or Self-employed. That matters if you use the Staff app: the hours of an employed staff member are clocked and approved, while those of a self-employed one are only recorded for information.

Details opens the staff member's page, with the General, Services and Calendar sync tabs.

Giving them their own login

On the staff member's page, the General tab has an Account block. With their own login, the Stippa app opens on that staff member's day.

• Invite: enter the email address and click Send invite. The colleague gets an email and then logs in with the Employee role.
• Link to team member: if the colleague already has a login as a team member, choose it and click Link.

Unlink removes the link again. The login itself stays. Which role a login has is explained in Roles and permissions.

Has someone left?

Turn off the switch next to their name. The staff member is then Inactive, can no longer be booked online and appears on a separate tab in the list. Existing appointments stay where they are. Switch it back on and the staff member is back.

Limit on staff members

How many active staff members you can have depends on your subscription. At the maximum, New staff member shows a padlock and clicking it shows Limit reached, with Upgrade subscription. Switching an inactive staff member back on counts too.

If you move to a smaller plan with fewer places, staff members who no longer fit go under Archived (plan limit). Upgrade to activate them again. See Plans and limits.