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.
