Providers & Staff

Providers Overview

Business Panel → Providers

Providers are the bookable team members — the people clients actually schedule time with. Each provider has their own profile, schedule, and service assignments.

Business Panel — Providers list showing provider names, job titles, experience, and services they deliver

Provider Fields

Field Description
Name Displayed on the booking page provider card
Email Links this provider to a user account on the platform
Bio Short description shown on the booking page
Avatar Profile photo — shown on the booking page and panel
Working Hours Day-by-day schedule defining bookable windows
Is Active Only active providers appear on the booking page

{primary.fa-info-circle} The Email field links the provider to a user account. If no account exists for that email, one is created automatically and a welcome email is sent.

Working Hours

Working hours define when a provider is available for bookings. Set per day of the week.

To configure:

  1. Edit the provider
  2. Open the Working Hours tab
  3. Toggle each day on or off
  4. Set Start Time and End Time for enabled days
  5. Save
Monday     ✅  09:00 – 17:00
Tuesday    ✅  09:00 – 17:00
Wednesday  ✅  09:00 – 13:00   ← half day
Thursday   ✅  09:00 – 17:00
Friday     ✅  09:00 – 17:00
Saturday   ❌  (off)
Sunday     ❌  (off)
Provider edit form — job title, years of experience, bio, and service assignment

{warning.fa-exclamation-triangle} A provider with no working hours configured (all days off) will have zero available slots, regardless of the service settings.

Staff Overview

Business Panel → Staff

Staff are team members who need access to the Business Panel to help manage bookings — but are not themselves bookable. They don't appear on the public booking page.

What staff can do:

Action Allowed
View all bookings ✅ Yes
Create bookings manually ✅ Yes
Change booking status ✅ Yes
View services ✅ Read-only
Edit services ❌ No
View providers ✅ Read-only
Edit providers ❌ No
View clients ❌ No
Change business settings ❌ No

{danger.fa-ban} Staff cannot access the Clients section or Business Settings. These are owner-only areas. If a staff member needs these permissions, they should be given the tenant_owner role instead.

Adding Staff

  1. Go to Business Panel → Staff → Add Staff
  2. Enter their email address
  3. If an account with that email already exists — it is linked
  4. If no account exists — a new user account is created automatically
  5. The new staff member receives a welcome email with login instructions

{primary.fa-info-circle} Staff log in at /manage — not /admin. Removing a staff member from your team does not delete their user account.

Role Comparison

Capability Owner Provider Staff
Manage services ✅ ❌ ❌
Manage providers ✅ ❌ ❌
Manage staff ✅ ❌ ❌
View all bookings ✅ ❌ ✅
View own bookings ✅ ✅ ✅
Create bookings ✅ ❌ ✅
View clients ✅ ❌ ❌
Business settings ✅ ❌ ❌
Appears on booking page ✅ (if provider too) ✅ ❌