Explained

The Members page explained

A tour of the Members page: search and filters, every column, the actions menu, the Status switch, booking order and share links.

5 min readRole: User or higherTeam & rolesUpdated October 25, 2026
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Members lists everyone on your team. Administrators and up can manage everyone at or below their own role. Members with the User role see the whole team but can only change their own profile.

Top of the page

ControlWhat it doesWho sees it
ReorderOpens Reorder Members. Drag members to change the order they appear in when clients book.Administrator and up
Create MemberAdds a new team member. See Add a team member.Administrator and up
SearchFinds members by first name, last name or email address.Everyone
FiltersNarrow the list by Role or by Joined At date range.Everyone

Columns

You can hide or show columns from the column settings.

ColumnWhat it shows
MemberPhoto, name and display role. If there's no display role, the role name is shown.
ContactEmail address and phone number.
ServicesHow many services are assigned to the member. Click it to open their Services tab.
LocationsHow many locations the member has working hours for. Click it to open their Working Hours tab.
Working HoursTotal weekly hours per location, for example 40h/wk. Shows Not set if they have no hours yet.
StatusA switch that turns the member's access on or off.
Joined AtWhen the member was added to the salon.
RoleUser, Administrator, Super Administrator or Owner.

Click a row to open Member Details, a quick view with the member's role, assigned locations and services, and rating.

The Status switch

Status turns a member on or off without deleting them.

  • When it's off, the member can't open the salon. They see Account Disabled if they try.
  • Only members with Status on count toward your plan's member limit. Turning someone back on needs a free seat.

The actions menu

Open the ⋯ menu on a row. What you see depends on your role and the member.

ActionWhat it does
UpdateOpens the member's profile and tabs.
SyncCopies name, email and phone from the member's Softalon account. Only for linked members.
InviteEmails an invitation to sign in. Only for members without an account or a pending invitation. See Invite a team member to sign in.
Cancel InviteWithdraws a pending invitation.
Share › MemberA link to the member's public page.
Share › BookingA booking link with this member preselected. See Share your booking link.
Share › MeetingA link for an online meeting with this member. See Run an online appointment.
Appointments › View or CreateLists this member's appointments, or books a new one with them.
Invoices › View or CreateLists this member's invoices, or starts a new one.
NotifySends the member a message. Administrator and up.
DeleteRemoves the member. Administrator and up. See Remove a team member.

The member's tabs

Opening a member shows these tabs:

TabWhat it's for
ProfileName, email address, phone number, role and display role.
ServicesWhich services they offer, with optional price, duration and buffer changes for this member.
LocationsWhere they work.
Working HoursTheir weekly hours at each location. These decide when clients can book them.
Special DaysDifferent hours on specific dates.
Time OffVacations, leave and other days off.
CalendarsConnected Google or Outlook calendars, for conflict checks and adding appointments.
NotificationsTheir notification preferences and history.
ActivitiesRecent changes to this member. Administrator and up.

Booking order

The order in Reorder Members is the order clients see team members when they book. New members are added at the end. See Change the order clients see.

Common questions

Members with the User role can only edit their own profile. Administrators and up can edit members whose role is the same as theirs or lower.