Run a team: staff logins and who sees what

On the Pro and Business plans, Team lets you invite people to work in the dashboard with their own login.

Inviting

Enter their email under Team and tap Send invite. They receive a link, sign in with a code the same way you do, and land in the dashboard.

What team members can do

• Read Messages and see the conversations.
• See and manage Appointments: mark complete, move bookings to new times.
• Use Scan to check customers in.
• See Orders and mark them fulfilled.

What only the owner can do

Settings, Store, the Secretary's configuration and knowledge, Billing, Payments and payouts, Team, and anything under Profile. Staff never see your money or change what the Secretary says.

Removing someone

Team → Remove. Their access ends immediately; nothing they did is lost.

Who takes bookings

Open someone's page in Team and switch on Takes bookings. Then set:

• Name customers see (required): the name on their booking, for example "Ada". It is never their email or their login name, so Save stays grey until you fill it in.
• Title (optional, up to 60 characters): for example "Senior stylist".
• Photo (optional): tap Add photo. Without one, customers see their initials.
• Hours, Services and, with more than one location, Locations.

As soon as one person on your team takes bookings, each booking goes to someone who takes bookings and is free at that time.

You take bookings too

Once your team takes bookings, your own time stops counting unless you take bookings yourself. When the first person on your team starts taking bookings, Ordina asks Do you take bookings yourself too? Say yes, confirm the name customers see for you, and your own booking settings open: the same name, title, photo, hours, services and locations as everyone else. You can also do it later from your own row in Team with Take bookings yourself. You are listed first, as "You", and nothing changes for your business until you say yes.

Let customers choose who they book with

With two or more people taking bookings, Team shows Let customers choose who they book with. It is on by default. Customers then pick a person after the service, or Anyone available, which books exactly as before. Someone appears only when they do that service at that location and have a name customers see. Drag people, or use the arrows, to set the order customers see; you are always first. Switch it off and each booking goes to whoever is free, without customers seeing who.

A customer who asked for someone sees "With Ada" on their booking. If you give that booking to someone else, they get an email saying who will now look after them.

Team at each location

With more than one location, each location in Locations has Team at this location: Everyone, or Only some with the people ticked. It is the same as the Locations setting on each person's page in Team, so a change on one page shows on the other. Anyone with no location set, you included, works at every location. Someone whose only location it is cannot be taken off it; give them another location first.

A simple routine

Morning: a team member opens Appointments and reads the day. Through the day: Scan at the counter, mark complete after each visit. Evening: you ask your Secretary "How did today go?".