Add a team member

Adding a member creates their profile in your salon. They can be booked once they have services, a location and working hours. They don't need a Softalon account for that. If you want them to sign in, invite them afterwards.

1. 1

   Step 1 of 6

   Open the new member form

   Go to Members and click Create Member.

   If you've reached your plan's member limit, Softalon asks you to upgrade instead.

2. 2

   Step 2 of 6

   Add a photo

   Optional. Click the avatar to upload a photo of the team member. Clients may see it on your booking site.

3. 3

   Step 3 of 6

   Fill in the profile

   Enter the member's First Name, Last Name and Email Address. Phone Number is optional.

   Each email address can be used by only one member in your salon. If you plan to invite them, use the email they'll sign in with.

4. 4

   Step 4 of 6

   Choose the role and display role

   • Role decides what the member can see and do. For most stylists, choose User. You can choose a role up to your own, but never Owner. See Roles and permissions explained.
   • Display Role is the friendly title clients see, such as Hair Stylist. It doesn't affect permissions.
5. 5

   Step 5 of 6

   Save

   Click Create.

   You will see:

   Member Created appears, followed by Send Invitation?. Click Yes, Send Invitation to email them now, or No, Skip to invite them later.

6. 6

   Step 6 of 6

   Make them bookable

   Open the member's tabs and set up:

   • Services: which services they offer, with optional price or duration changes just for them.
   • Locations: where they work.
   • Working Hours: when they work at each location. These hours, not your salon's opening hours, decide when clients can book them. See Set a team member's working hours.