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Update team member details and access
Update team member details and access
In this guide, you'll learn how to manage a team members profile details, including the services they can perform, the locations they works at as well as update their permission level to determine what they can access in your workspace.
Add a team member’s employment details to their profile
- Open a team member's profile from your Team member list.
- In the left panel, click on Actions and select Edit to update their profile.
- In the Edit team member view, click the Edit icon on the profile photo to upload a new photo for the team member.
- Under the profile details, add the team member's personal and contact details.
- Under Calendar color, select a color to represent the team member on your calendar.
- Under Work details, add the team member's job title and employment information.
- Click on the Save button in the top right to update the team member's profile.
Once updated, information like the team member's profile photo and job title will be visible to clients when booking online.
Add a team member’s personal address to their profile
- Open a team member's profile from your Team member list.
- In the left panel, click on Actions and select Edit to update their profile.
- In the Edit team member view, select Addresses from the left menu panel and click on the Add an address button.
- Enter the Address name in the pop-up and under Address, start typing the address and select from the suggested options. Click on the Add button.
- You can add multiple addresses by selecting the Add an address button.
- Click on the Save button in the top right to update the team member profile details.
Once saved, the team member’s profile will be updated with the new address. You can make changes or delete the address at anytime by following the same steps.
Add emergency contacts for team members
- Open a team member's profile from your Team member list.
- In the left panel, click on Actions and select Edit to update their profile.
- In the Edit team member view, select Emergency contacts from the left menu panel and click on the Add an emergency contact button.
- Enter the emergency contact details in the pop-up, and click on the Add button.
- You can add multiple contacts by selecting the Add an emergency contact button.
- Click on the Save button in the top right to update the team member profile details.
Once saved, the emergency contact will be added to the team member’s profile. You can update it at any time by following the same steps.
Assign team members to the services they can provide
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Open a team member's profile from your Team member list.
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In the left panel, click on Actions and select Edit to update their profile.
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In the Edit team member view, select Services from the left menu panel to assign services that the team member can provide.
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Tick the checkboxes next to each individual service or tick All services to assign everything at once.
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Click on the Save button in the top right to update the team member profile details.
Once services are assigned to a team member, you can schedule appointments for those services under their name in the calendar. If the team member is bookable online, clients will be able to select them when booking the service.
Assign team members to additional locations
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Open a team member's profile from your Team member list.
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In the left panel, click on Actions and select Edit to update their profile.
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In the Edit team member view, select Locations from the left menu panel to choose the location that the team member works.
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Tick the checkboxes next to each individual location or tick All locations to assign everything at once.
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Click on the Save button in the top right to update the team member profile details.
Once locations are assigned to a team member, they will be bookable for appointments both online and in the calendar at those locations.
Make team members bookable for appointments
- Open a team member's profile from your Team member list.
- In the left panel, click on Actions and select Edit to update their profile.
- In the Edit team member view, select Settings from the left menu to update their appointment settings.
- Tick the checkbox next to Allow calendar bookings to allow the team member to receive bookings on the calendar.
- Click on the Save button in the top right to update the team member profile details.
Once a team member is bookable, they will appear in your calendar for scheduling appointments. If online booking is enabled, clients will also be able to book them for assigned services.
If you have more than one bookable team member, you will need to subscribe to Fresha's Team Plan.
Set a team member’s access level to the workspace
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Open a team member's profile from your Team member list.
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In the left panel, click on Actions and select Edit to update their profile.
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In the Edit team member view, select Settings from the left menu to manage the team member's workspace access.
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Under Permission level, select the access level you want to assign to the team member.
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Click on the Save button in the top right to update the team member profile details.
Once a team member’s permission level is updated, their access to your workspace will immediately adjust based on the levels you have defined in your Permission settings.
FAQs
If the team member has added their profile photo and is connected as a Fresha user, you cannot delete it. However, you can replace it for your workspace by uploading a different photo.
When a team member joins your workspace using an existing professional profile on Fresha, their existing details will be uploaded automatically. You can update all information in their profile, except their email address and mobile number, at any time without affecting their professional profile.
You can update your team member’s details, including their permission levels, at any time. For this, select the Team member, click on Actions, then Edit and update their profile before clicking Save.