Set up each Staff member at the Location where they work. Assign the Services they provide, add their working times, and turn on online bookability only when their diary is ready.
- Invite the person in Organisation > Team if they are not in Setora yet.
- Select the Location, open Setup > Staff and choose Assign Staff Member.
- Assign the Services they can provide.
- Set their working times and Booking interval.
- Turn on Bookable Online when Customers can choose them.
- Check their times on the Booking Page.
1. Add or assign a Staff member
New people are invited once from Organisation > Team, where you also set their role and access. An Owner manages organisation team members. Follow Manage Staff access across Locations for the role and access steps. After that, each person needs to be assigned to every Location where they work.
Select the Location with the sidebar Location switcher, open Setup > Staff and choose Assign Staff Member. Pick the person and set a Start Date for the assignment. You can also set a Display name. This updates the Staff member's public name across Hub and all Locations, so it is not specific to this Location assignment.
Use a separate assignment when the same person works at more than one Location. Services, schedules and booking interval are Location-specific. If a control is missing or you cannot save a change, ask a Manager or Owner with the relevant permission to make the change.
2. Assign Services
Expand the Staff member and open Service Availability. Select the Services this Staff member can provide at this Location. A Customer can only choose a Staff member for a Service when the assignment allows it. If the list is unavailable, ask a Manager or Owner to check your role.
If someone takes longer or less time than the standard Service, you can set their own duration here. Leave it blank to use the Service's normal duration. The Service must also be active, assigned to the Location and set to Available for online booking in Setup > Services.
Check before moving on: The Staff member can provide every active, online-bookable Service you expect Customers to book with them.
3. Set working times
Expand the Staff member and open their schedule. Under Weekly Schedule, turn on each working day and set its Start time and End time. Under Custom hours and days off, choose Add to replace the regular hours for a date, or select Day off (not working at all). Add an optional Reason such as Holiday.
Their working time has to overlap the Location's Opening times, and the Service duration has to fit inside both. Someone who finishes at 17:00 will not show a 45-minute slot at 16:30.
Booking interval controls how often a start time is offered, for example every 15 or every 30 minutes. Leave it on the default to follow the Location's interval.
4. Turn on online bookability
In the Staff member assignment, turn on Active and Bookable Online when the person is ready to appear on the Booking Page. Leave Bookable Online off while their schedule or Services are still being checked.
Bookable Online does not override a closed or inactive Location, an Online Bookings switch that is off, a missing or inactive online-bookable Service, or a day when the Staff member is not working.
Check before moving on: The assignment shows Active and Bookable Online, the Staff member has working times at this Location and at least one Service is enabled for them.
What happens next
Open the Booking Page and choose the assigned Service and Staff member. Check that the available times match the diary and that the right price and duration appear.
Expected result: A Customer can select this Staff member for the chosen Service and see at least one available time that fits the Location's Opening times, the Staff member's schedule and the Service duration.
Continue with turning on online booking and sharing the Booking Page.
If a Staff member cannot be booked
Check these settings in order:
- The Staff member is missing: Check they are assigned to the Booking Page's Location, their assignment is Active, and the test date is between the assignment Start Date and End Date.
- The Staff member is not offered for a Service: Check the Service is assigned to the Location, active and Available for online booking, then check it is enabled under the Staff member's Service Availability.
- No times are available: Check the Staff member's Weekly Schedule, any Custom hours and days off, the Location's Opening times and the Service duration together. The Service must fit before both the Location and Staff member finish.
- The Booking Page is not accepting bookings: Check Online Bookings is on for the Location and the Location is Active.
- The controls are missing or cannot be saved: Ask a Manager or Owner to check that your role can view Staff, edit assignments and schedules, and manage Service Availability. An Owner is required for organisation team changes.
If the person is still missing, open the chat in Hub and tell us the Booking Page or Location, Staff member, Service, date and what you tested. Do not include Customer contact details or payment information.