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Adding staff

How to add a stylist, receptionist or cashier in StyleDesk with the Add staff wizard: basics, role and pay, working hours, services, and uploading the whole team from Excel.

A staff member in StyleDesk is a person the calendar can book, the till can credit, and payroll can pay. Adding one takes a couple of minutes with the wizard; adding the whole team takes one spreadsheet.

The Add staff wizard

1. Go to Staff and click Add staff member.
2. Basics. Name, phone, email and the branch they work at. The email matters: it becomes their username if you later give them a login.
3. Role & pay. Their job title (Stylist, Nail technician, Receptionist…), seniority and employment type, then how they are paid: salary only, commission only, or salary plus commission, with the rate. A manager without permission to see pay skips this part and the owner fills it in later from the profile ("Pay to be set").
4. Working hours. Tick the days they work and set start and end times. The calendar only offers them for bookings inside these hours.
5. Services. Tick the services they do. Only these can be booked with them. You can change the list any time from their profile.
6. Review and click Add staff member. Everything is saved together; if anything is wrong, nothing is created and the wizard tells you what to fix.

The whole team from Excel

1. On Staff click Import from Excel and download the template.
2. One person per row: First Name (required), Last Name, Phone, Email, Branch, Job Title, Employment Type, Seniority, Start Date, Working Days (write Mon-Sat or Mon,Wed,Fri), Start Time and End Time, Services (names from your menu, comma-separated), and, if you are allowed to set pay, Salary and Commission %.
3. Upload, Check file, fix any row that needs it, Import now.

Services named in the sheet must already exist, so import the menu first.

After they are added

• Give them a login if they will use the portal or the StyleDesk app: see logins and roles. A stylist who only appears on the calendar does not need one.
• Time off and schedule changes are made from the profile. Once time off is approved (Approve on the Time Off tab), the calendar stops offering them for those days. See time off.
• Leaving? Mark them terminated (Edit Profile → Status) rather than deleting them, so their past bookings, bills and commission stay on record. Their login is switched off and the seat on your plan frees up.