📝 Overview
You can edit a Staff Member's account at any time, for example to update their details, change their permissions, or manage their availability for Appointments.
This guide explains where to find each staff option and what it does, and how staff can update their own email address.
⚙️ Editing a Staff Member
All staff options are found in the Options menu next to each Staff Member. The options shown depend on the type of account, so you may not see every option for every Staff Member.
Go to Staff ➜ Staff Management ➜ click Options next to the Staff Member's name.
Click the arrow to learn more about each staff option
Click the arrow to learn more about each staff option
🟢 Edit details and permissions
Update the Staff Member's personal details, such as their name and email address, and change their account type and permissions.
💡 See how to edit staff permissions here.
🔴 Edit Notification Preferences
Choose which email notifications the Staff Member receives. The notifications available depend on their staff permissions.
💡 See how to edit a Staff Member's notification settings here.
🟡 Manage Availability
If you use Appointments, open the Instructor's availability schedules to set their regular hours, add overrides, or block time off.
💡 See how to manage an Instructor's availability schedules here. To see all your Instructors' schedules in one place, use Staff ➜ Instructor Availability.
🔵 Remove instructor status
Remove the Staff Member from your list of Instructors. They keep their staff access, but can no longer be selected as an Instructor for Classes, Appointments, or Courses.
🟠 Resend invite
Send the invitation email again. This option is only shown for Staff Members with an Invite pending tag next to their email address.
💡 See how to resend an invitation to a Staff Member here.
🟣 Make Owner
Give the Staff Member Account Owner status. Only Account Owners can add or remove other Account Owners.
💡 See the guide on Account Owners here.
🔶 Delete
Permanently delete the staff account. This cannot be undone.
💡 See how to delete a Staff Member here.
✉️ Changing a Staff Member's Email Address
Owners, Admins, and Staff Members can update their own email address from their staff account. Owners and Admins can also update a Staff Member's email using Edit details and permissions.
To update your own email, go to My Account ➜ Account Details ➜ update your email address and save.
⚠️ Double-check the new email address before saving. Once it has been changed, you may be asked to log in again using the new email address.
💡 See the guide on managing your business account login details and settings here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why can't I see every option for a Staff Member?
Click the arrow to see the answer
Click the arrow to see the answer
The options depend on the type of account. For example, Resend invite only appears while an invitation is pending, and Manage Availability and Remove instructor status only apply to Instructors.
Why can't I change a Staff Member's email address?
Click the arrow to see the answer
Click the arrow to see the answer
Each staff account needs a unique email address, and an email address cannot be changed to one that is already in use on another account.
💡 See the guide on using the same email for multiple Staff Members here.
How do I make an existing Staff Member an Instructor?
Click the arrow to see the answer
Click the arrow to see the answer
Open Edit details and permissions for the Staff Member, tick Instructor, and choose which sessions they can access.
💡 See how to create Instructors and add them to Classes, Appointments, and Courses here.