Team Management
Manage your team like a breeze
14 articles
- How do I add a staff member?Add staff to your Goldie Pro Plus account, choose their role, and send them an invite to join.
- How can I edit the staff member’s profile?Owners and Managers can update a staff member's details, services, and settings in Goldie. Staff can also edit their own profile.
- How do I set up my staff members to be bookable online?Choose which staff members clients can book online in Goldie, and what happens when no one is bookable.
- How do I stop staff from seeing client contact details?Limit what staff can see in Goldie, including client phone numbers and emails, using roles and staff permissions.
- Why can't my staff member join my account?Fix staff invite and login problems, including staff members who already have a Goldie account with the same email.
- How do I change the staff’s permissions?Only the Owner can change a staff member's role or adjust what each role can do in Goldie.
- How to Customize Staff Permissions in GoldieAdjust what Managers, Receptionists, Service Providers, and Restricted Service Providers can do in Goldie. Only the Owner can change these settings.
- Do I get notified about what my staff is doing?Turn on email or push notifications for new bookings made with your staff members in Goldie.
- Why can't I see a staff member on my calendar?Find out why a staff member doesn't appear on your calendar and how the "visible on the calendar" setting works.
- How does the “Team Management” option work?Add unlimited staff to your Goldie account with Pro Plus, give each person a role, and manage your team from one place.
- What roles are available in the “Team Management” option?Compare Goldie's five staff roles — Owner, Manager, Receptionist, Service Provider, and Restricted Service Provider — and their default permissions.
- 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.
- How to delete a staff memberRemove a staff member from your Goldie account. They lose access right away, and their past appointments stay on your calendar and in reports.
- Will clients be able to select a staff member when booking online?Clients can choose their preferred staff member on your Goldie booking site, with names, professions, and photos shown.