VoltsBook

Guide Setting up

Your team: staff, logins and permissions

A staff member is who delivers the work; a login is how they sign in; permissions decide what a login can see and touch. The three are separate on purpose.

In the panel: Staff

  1. 01

    Add a person and assign their services

    A staff member only takes bookings for services they are assigned to, at locations they work from. Their profile carries their own weekly schedule and their calendar connections.

  2. 02

    Give them a login

    From Staff users, invite a login and link it to the staff member. Roles bundle permissions — and a role can limit someone to their OWN records, so a stylist sees their appointments and customers, not everyone’s.

  3. 03

    Connect their calendar

    On the staff profile, connect Google or Outlook, then pick WHICH calendar bookings should land in. After that, Settings → Calendar & meetings controls what syncs and when.

Worth knowing

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