7 scenes · about 2.5 min
Press Play to start, or pick any scene below to jump to it. To change the language, use the language menu at the top right of the page.
Word for word with the voiceover, so you can search, copy and read at your own pace.
Staff live under System Settings › Staff Management. A role decides what someone can see and change; a separate therapist switch decides whether they can be booked. The chips filter by role. Only people with a check in the Therapist column can be booked.
▶ Play from this sceneFiona is joining the team. Click Invite staff; it invites by SMS by default, so enter her phone number. Choose Member as the role and click Send SMS invitation. The invitation is valid for 7 days. There is no therapist role when inviting. Therapist is a separate switch you turn on in her details after she accepts.
▶ Play from this sceneOnce Fiona accepts, click her row to open her staff details. On Profile, turn on Therapist Profile. Now she can be booked and appears on the public page.
▶ Play from this sceneSwitch to Services & commission, check which services she can do, then click Set commission rules. Each service can pay commission as a percentage of the price or as a fixed amount. Rules apply only to new orders from now on.
▶ Play from this sceneStores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us
Switch to Schedule & time off. The weekly schedule has one row per day; turn days on or off, or split them into periods. Fiona doesn’t work Thursdays, so turn Thursday off. Then under Time off & exceptions, click Add to record two days of training next week. Time off overrides the weekly schedule. When you’re done, click Save at the bottom; it saves all four tabs at once.
▶ Play from this sceneBack on Appointments, switch to By staff. Each staff member gets a row, and grey marks the hours they’re not working. Eva’s morning leave shows as a block, and Fiona is marked as off today right in her row. Next to each name: hours booked versus hours scheduled today. The bar shows at a glance who’s busiest.
▶ Play from this sceneStaff Performance shows how each person is doing. Pick a period at the top right; the default is the last 7 days, compared with the period before. Click a staff member to see their revenue, commission, tips, average ticket and customer reviews. That covers inviting staff, the therapist switch, services and commission, schedules and time off, and staff performance. Next up: store settings.
▶ Play from this scene