Managing staff

Your team is what makes your salon great. Salonnare helps you manage everyone's account, schedule and permissions -- so the right person is always in the right place at the right time.

You'll find all staff settings under Settings > Staff.

Inviting a staff member

Salonnare invites team members by their email address. Here's how:

1. Go to Settings > Staff.
2. Click Invite.
3. Enter the team member's email address and click Next.
4. Salonnare checks the address:
   • New user -- Enter the name and pick the role (Admin or Staff). The team member receives an invitation email and creates their own password. The link is valid for 24 hours.
   • Existing user -- Does the person already have a Salonnare account (for example at another salon)? Then you only pick the role and add them straight to your salon.

Understanding roles

Salonnare has two roles:

Admin

Full access to everything -- bookings, clients, point of sale, reports and all settings. As the salon owner you are an admin. You can also grant admin access to a manager you fully trust.

Staff

Access to the essentials: bookings, clients and the point of sale. Staff cannot access settings, financial reports or account management. This keeps things simple for your team and secure for your business.

Editing a staff member

Click the pencil icon next to a team member (or right-click the row). In the edit window you can change:

• Name -- How they appear in the calendar and to clients.
• Email -- Their login email address.
• Role -- Admin or Staff.
• IBAN -- The staff member's bank account, used for SEPA commission payouts. See Commissions.
• Access to health notes -- Whether this staff member may read and edit clients' medical notes (allergies, medication).
• Access to intake responses -- Whether this staff member may view clients' completed intake forms.

Services and staff

Every active staff member can perform every service -- there is no separate per-staff service assignment. When a client picks a service online, they can choose any staff member who is available at that time according to the schedule.

Setting up work schedules

Every staff member needs a schedule so Salonnare knows when they're available for bookings. Click a team member to expand the row; the Schedule tab opens automatically.

1. Navigate to the right week with the arrows (or click the date to pick a week).
2. Click a day in the week grid to add or edit a shift.
3. Set the start and end time and click Save.

Only time slots within these shifts are available for online bookings.

Default week

Does someone work the same schedule every week? Then you don't have to enter it again every time:

1. Fill in a full week as it normally runs.
2. Click Set as default week. Salonnare saves the pattern and applies it automatically to the coming weeks.
3. Use Apply default week to roll the pattern out again; use Clear default to remove it.

Automatically generated shifts are recognisable by a dashed outline. Manual changes always stay and are never overwritten.

Automatic breaks

Automatic breaks are recurring breaks -- a fixed lunch break, for example -- that appear automatically as unavailable in the calendar on the chosen working days, provided there is a shift scheduled that day.

1. In a staff member's schedule panel, under Automatic breaks, click Add break. A window opens with a start time (From), an end time (To), a label (for example "Lunch") and a day selection.
2. By default All working days is on. Turn it off to pick specific weekdays yourself (Monday to Sunday). Leave all days on and the break applies to every working day.
3. Click Save.

In the break list you see each break's time and on which days it applies.

Time off and holidays

Under Time Off & Holidays (at the bottom of a staff member's schedule):

1. Click Add.
2. Choose whether it's a full day or part of the day (with start and end time).
3. Select the start date and end date.
4. Add a reason if you like (for example "Holiday" or "Sick") and click Save.

During time off the staff member is not shown as available in the calendar or on the online booking page.

Portfolio

On the Portfolio tab (in the expanded staff row) you manage photos of a staff member's work. See Portfolio for more.

Payouts

On the Payouts tab you link a payment provider per staff member for direct payouts. The IBAN from the edit window is used for SEPA commission payouts -- see Commissions.

Unlocking a locked account

If a staff member enters the wrong password too often, the account is temporarily locked. A Locked label then appears next to their name. Click the padlock icon to unlock the account right away.

Removing a staff member

Is someone leaving your team? Click the trash icon (or choose Deactivate via right-click). The account is deactivated: past appointments and history are kept for your records, but the person can no longer log in. If they work for multiple salons, their account stays active there.

Want to set which bank account is used for commission payouts? See Commissions. Want to manage multiple salon locations? See Locations.