Add and manage your team

Step-by-step guide

1. 1

   Open Team section

   From Settings Tab (⚙️ icon, last tab in bottom bar), open Team section. You'll initially see only your account as "Owner". From here you invite others.

2. 2

   Invite new member via email

   Click "+ Invite member". Fill:

   • Member email: where they receive invite
   • Display name: how they appear in calendar and to clients
   • Role: Admin or Member (see next section)

   Member receives email with activation link. Once accepted, sets their password and logs in.

3. 3

   Choose right role for each member

   ZenBookr has 3 total roles:

   • Owner: account owner (you). Not removable, full access to everything.
   • Admin: full access like Owner. Can create services, modify prices, see revenue, manage team. Give only to trusted partners/managers.
   • Member: limited access. Sees only own appointments, own client cards, own payments. Does NOT see total revenue or other staff (unless you enable specific permissions).

   Granular permissions configured separately in Team > [Name] > Permissions.

4. 4

   Customize granular permissions (optional)

   For each Admin/Member you can enable/disable 5 specific permissions:

   • See all appointments (not just own)
   • Modify services
   • Modify prices
   • Process payments
   • See client data

   Best practice: first "deputy" member can have full Admin. Other stylists typically Member with 1-2 permissions active.

5. 5

   Configure services each member can perform

   Go to Services > [name] > Assignment:

   • All members (default)
   • Specific members only (e.g. "Extensions" only Maria)

   Marketplace shows clients only operators that can perform a service. If nobody available on a day, slot isn't bookable.

6. 6

   Set individual schedules for each member

   Each team member can have different hours from venue:

   • Go to Team > [Name] > Hours
   • Set specific weekly hours (e.g. Maria: only mornings Mon-Wed)
   • Add vacations/leaves

   Calendar combines automatically: for each slot ZenBookr verifies who's available based on individual hours + who can perform the chosen service.