Click a team member in the Team directory to open their detail panel — a slide-in with tabs for everything about that person. The Services tab controls which services they can be booked for; if a provider is missing from a booking screen, that's the first place to look.
You need team.view to open the directory. Admins see every tab; managers can open the panel for their own direct reports.
Where do I edit a team member?
Open Team, then click the person's row. The panel's tabs:
| Tab | What it holds | Who sees it |
|---|---|---|
| Overview | Snapshot of the member | Admins, and managers for direct reports |
| Profile | Name, contact details, photo, bio | Admins |
| Services | Which services they perform | Admins |
| Employment | Job title, employment type, hire date | Admins |
| Location | Which locations they work at | Admins |
| Personal | Addresses, emergency contact | Admins |
| Compliance | Policy acknowledgements | Admins and the member's manager |
| Compensation | Pay structure and commission rules | Requires team management permission |
| Banking | Payout details | Requires team management permission |
| Incidents | Confidential HR incident log | Admins and owners only |
| Offboarding | Access control, suspend, archive | Admins |
Assign the services they perform
Open the Services tab
The tab lists your whole service catalog grouped by category, with a checkbox per service and a search box to filter.
Tick the services this person performs
Only ticked services offer this member as a provider — in the booking panel, online booking, and anywhere else a provider is chosen.
Click Save
Changes apply immediately to new bookings. Existing appointments are not touched.
Locations
For multi-location workspaces, the Location tab sets which sites the member works at. The team directory's location filter and per-location scheduling read from this.
Common questions
Why can't a client book this person online?
Check three things in order: the service is ticked on their Services tab, they have working hours on the days in question, and the service itself is enabled for online booking in Services and pricing.
Can staff edit their own profile?
Staff edit their own basics (photo, contact, notification preferences) from their own Profile page — not from the team panel, which is a management surface.
Where do I change someone's pay or commission?
The Compensation tab on the same panel — see Commission and compensation.