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Adding your team

The Team page keeps a record of the people who work at your business — their names, job titles and photos — so you can manage your staff in one place.

Team members and sign-ins are different things

A team member is a record of a person who works at your business. They do not need to register their own account — you can add your whole team without any of them ever logging in to Make a Rezzy or filling out any registrations. If someone does have a sign-in, you can link the two together so their records can sit side by side.

To give someone access to your business, see Inviting your team.

Adding a team member

  1. Open Team in the management menu.
  2. Choose Add team member.
  3. Enter their first and last name. You can also add a job title, a photo, and a display name — the name customers will see instead of their full name.
  4. Choose Save.

Linking a team member to their sign-in

If the person already has access to your business, pick their email address under Linked login when adding or editing them. Each sign-in can be linked to one team member.

Archiving and deleting

When someone leaves, archive them. An archived team member is hidden from day-to-day use but their record is kept, and you can restore them at any time — useful for seasonal staff.

Services and bookings

Tick the services each team member delivers under Services they deliver. Once assigned, they can be given appointment bookings — open a booking and pick them under Team member — and set as the person who runs a class's sessions. Make a Rezzy will not let the same person be booked in two places at once.

Bookable online controls whether a team member counts towards a service's online availability when the service needs a free team member — switch it off for someone who helps out but should never fill an online booking. See Service schedules and capacity for how availability works.

Working hours

Each team member has their own rota. Choose Schedule next to a team member on the Team page to open it.

Working hours are set as schedule periods. A period runs from a start date to an end date — leave the end date blank and it runs until further notice — and holds the hours worked on each day of the week. You can give a period a name, such as Term time, and line up several periods back to back when someone's hours change for a while and then return to normal.

If someone works an alternating rota, set the period to repeat every 2, 3 or 4 weeks and fill in each week's hours on its own tab.

Dates not covered by any period count as not working. A team member with no schedule at all is treated as available whenever their services run. When a service's online availability depends on a free team member, only people within their working hours are counted.

Changing a single day

Choose Change a day on the schedule page to change one date's hours — or take it off entirely — without touching the rest of the rota. The date is marked as a day override in amber, and Switch back to regular hours restores it to the surrounding pattern.

Time off

Book holiday, sick days or other absences under Time off on the schedule page: pick the first day off and the day they are back. Time off blocks bookings for those days without changing the schedule itself, so their regular hours resume as soon as they return.

The calendar on the schedule page shows the month at a glance — each date's working hours, day overrides and time off — so you can check a rota before it takes effect.

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