Staff members in Bookly are your team members that work directly with your clients to provide the services.
The plugin cannot function without at least one default staff account created.
Your team members can have access to their individual calendars in Bookly via their WordPress accounts (see below).
Create and edit staff members in your Bookly menu > Staff Members.
The order of staff members in your booking form
Click on the Staff members order button and use drag & drop to set up how your list of employees will be viewable on the front-end. This list can be reordered at any time.
Table settings
Click 
in the upper right corner of the page to choose columns that you want to include in the Staff members table. Reorder the columns by using the drag & drop option.
For better management, you can group staff members into Categories.
To create a category, click on the Categories > Add category.
Properties of Staff Members
Note that all settings described below are available with the Bookly Pro (Add-on) installed and activated. The free version of Bookly has limited functionality.
Full Name
Visible to clients at the time of booking.
Image
Can be displayed in Email Notifications and your booking form with the {staff_photo} code.
WP user
If your employees are registered as WordPress users, you can select them from the drop-down menu and associate with staff members' profiles.
A user with "Administrator" role will have access to the calendars and settings of all staff members, and a user with another role will have access only to personal calendar and settings. If you leave this field blank, this staff member won't be able to access the calendar using the WordPress backend. Read more about access to WP admin panel for staff here.
To add a WP user, click on Users in the left sidebar when you're in the WordPress dashboard, or select 'Create WordPress user' from the User drop-down.
Select what role will be assigned to newly created WordPress user accounts for staff in Settings > User Permissions > New staff account role.
Do not forget to enable New staff member's WordPress user login details notification template in Email Notifications.
Email, Phone, Info
Add this info to booking form or notifications to clients. The email address can also be used for staff notifications.
You can add two or more emails in a row for a staff member but separate them by a comma.
This info can also be added to your online booking form. Open Appearance > Time step, click on the underlined text to edit and insert the {staff_info} code in your description.
Color
Assign a unique color to your staff member to make it easier to view and recognize their appointments in Bookly Calendar if you configured to color bookings by staff.
Visibility
If you choose private, that staff member won't appear in the list of your employees at the first step of booking. Though you'll be able to add an appointment with that staff member in the backend calendar.
Category
Staff member category isn't visible to customers on the front-end booking form. It is for internal use only.
Available payment methods
You can select a custom payment method available for this staff only. For example, disable Local payment option for employees who provide virtual appointments.
Limit working hours per day
Allows limiting the total time occupied by bookings during the day for staff member.
ICalendar feed
If enabled, you can get the URL to staff member's appointments and use it in other calendars.
Zoom
If you run online meetings, you can choose here whether to use a default or personal staff account for video conferencing.
Google Calendar Integration
If you want to integrate Bookly with Google Calendar, you can choose whether or not to synchronize that staff member's appointments.
Timezone
The staff member's schedule will be considered to be in the selected time zone. This time zone will also be used for the dates and times in notifications sent to the staff member.
Services
Choose all if they can provide all kinds of appointments, or link them to just a few. You can override default service price for specific staff members.
Schedule & Days Off
By default, everyone has the same schedule as the whole company. Each staff member can have their individual working days, hours, and breaks, as well as holidays.
You can archive staff members without deleting their appointments history and losing the data associated with them. Archived staff members will be hidden from the list of service providers and in Bookly Calendar.
To filter archived staff members in a list, click Show archived on the top of the list.
To dearchive staff members, click Edit, change the Visibility to public/private. Click Save.
This video will show you how to set up a list of staff members with the services they provide.
DEMOVIDEO TUTORIALSMAIN BOOKLY SETTINGSFAQADD-ONS
RELATED
Basic Setup
Staff Cabinet (Add-on) – let your staff members manage their bookings without access to WordPress admin panel.
GOOD TO KNOW
Google Calendar sync – to add new appointments to each staff member's Google Calendar, and block busy events in Google Calendar from being booked as Bookly appointments.
WordPress user access lets staff view a stripped-down version of the company's WordPress calendar with that staff member's appointments only. Also, lets them edit their personal info.
Notifications and reminders via email and text messages can be sent to staff, too.
Locations (Add-on) – if you have several offices/shops, where you provide services.