Team Management
Manage your team like a breeze
15 articles
- How does the “Team Management” option work?Add multiple staff to your Goldie account with Pro Plus and manage your team easily
- What roles are available in the “Team Management” option?Manage staff permissions in Goldie Pro Plus. Control payments, subscriptions, and access with flexible roles
- How to delete a staff memberRemove staff from your Goldie Pro Plus account. Easy steps to update team access while keeping past appointments in reports
- How do I set up my staff members to be bookable online?Update staff online booking availability in Goldie Pro Plus. Control which team members clients can book services with.
- How can I edit the staff member’s profile?Learn how Account Owners can edit staff profiles in Goldie. Update team info quickly while staff can manage their own profiles too.
- How do I add a staff member?Learn how Pro Plus subscribers can add staff to their Goldie account. Invite team members, set permissions, and manage online booking
- How do I change the staff’s permissions?Learn how the Account Owner can change staff permissions in Goldie. Adjust access levels to manage your team effectively
- How many SMS messages will I have available each month?Goldie Pro Plus includes 750 monthly SMS for reminders & marketing. Learn how to use and purchase more messages
- What happens if I cancel my Goldie Pro Plus subscription? Will I lose appointments or my staff members?Canceling Pro Plus won’t delete appointments, but staff access ends after 14 days unless the plan is reactivated
- How do I assign a staff member when creating an appointment?Assign staff to Goldie calendar appointments with ease. Pro Plus lets you manage services and staff roles efficiently
- Do I get notified about what my staff is doing?Enable booking notifications in Goldie to track staff appointments. Stay updated via email or push alerts
- Will clients be able to select a staff member when booking online?Let clients book services with their preferred staff on Goldie’s online booking site. Show staff names, photos & roles
- Can I see financial reports for my staff members?Track revenue and performance by staff with Goldie’s Pro Plus reports. Filter results by day, week, month, or year
- How to Customize Staff Permissions in GoldieSet custom staff roles and permissions in Goldie. Control access for managers, receptionists, and providers
- How do I color-code calendar appointments by staff member?Learn how Pro Plus owners, managers, and receptionists can color-code calendar appointments by staff member to instantly see who's booked at a glance.