⏱ Estimated time: 3–5 minutes
👤 Role: Admin / Management / Operations
How to update staff personal details and names
How to manage online booking visibility and RSI limits
How to update staff skills and treatment capabilities
How to correctly process a staff member leaving the business
Use this guide whenever you need to amend a staff member's profile. This includes routine updates to their treatment skills, changes to their commission or RSI safety limits, or decommissioning a profile when an employee leaves the property.
Key Logic: Updates to skills and online visibility take effect immediately. If you are ending a staff member's contract, you must ensure their diary is clear before setting an end date.
Before making changes to staff configuration, confirm:
For Leavers: You have moved or reallocated all future bookings assigned to the staff member before setting an end date.
For Skills: The staff member has successfully completed the necessary training for any new skills you are assigning.
For Online Status: You have checked if removing a staff member from online booking will significantly impact your site's availability.
Click Settings in the navigation menu to open the Administration area.
Under the Resources section, select Staff from the available options.
Locate and select the staff member you wish to update from the list.
On the Details tab, you can update the staff member's First Name, Last Name, or Display Name.
Note: Remember to click Save on this tab before moving to the next.
Navigate to the Sites tab to amend operational configurations:
Online Status: Toggle the Online Bookable status to "Yes" or "No" to control their visibility on your website.
RSI & Commission: Update the RSI Limits or Commission Structure if their contract or safety requirements have changed.
Leavers: If the staff member is leaving, enter the End Date.
Important: Ensure all future bookings have been moved from their column in the diary before committing this change.
Navigate to the Skills tab to manage treatment capabilities:
Add Skills: Tick the relevant categories or individual experiences that the staff member is now qualified to perform.
Remove Skills: Untick any experiences that the staff member should no longer be booked for.
Ensure you have clicked Save on each relevant tab as you progressed. Your changes are now committed and the staff profile is updated across the system.
Diary Audit: When a staff member leaves, use the diary's "Filter by Staff" view to quickly identify and move any remaining appointments.
Skill Reviews: Conduct a quarterly audit of staff skills to ensure your booking system accurately reflects the current qualifications of your team.
Name Consistency: If a staff member changes their name, update the Display Name promptly so guests and colleagues recognise them in the diary and on receipts.