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Staff Management

Staff are WordPress users assigned to appointable products. Each can have their own hours, timezone, pricing, and Google Calendar.

Before you begin

What you need

  • An appointable product (assign staff on the product Staff tab)
  • Shop staff role for team members who should only see their own schedule

Create staff​

Users → Add New - set role to Shop staff (or manager/admin).

Or Appointments → Staff → Add Staff to pick or create a user.

note

Shop staff, Shop manager, and Administrator can be assigned on products. Shop staff is scoped to own appointments by default.

Staff profile​

Edit under Users → Edit user (or the staff member's Profile).

Timezone​

Staff timezone

  • Default - follows site timezone
  • Specific timezone - for remote staff
  • Use my current timezone - when browser differs

See Timezones.

Availability​

Hours are edited in Appointments → Availability (pick the staff member in the left rail). The profile links into that screen. Google Busy blocks appear under Unavailable when two-way sync is on.

Rules display in the staff member's timezone when it differs from the site. Guide: Availability.

Google Calendar​

Requires store OAuth first - Google Calendar - staff calendars.

  • Continue with Google - personal token (separate from store)
  • Sync mode - one-way or two-way

Assign to products​

  1. Edit appointable product → Staff tab
  2. Add staff from the picker; optional Additional Cost and Quantity per person
  3. Set Selection: Customer selected, Automatically assigned, or Automatically assigned (all staff together)

Assigning staff to product

Staff list

Staff hours are global - booking one staff member blocks that person across all appointable products for that slot.

Quantity on the staff row replaces product Capacity for that person. It does not override room Max at once - Inventory & capacity.

Permissions and portal​