When someone leaves, or you need to cut their access at once, use the Offboarding section of their team panel. Suspending stops access but keeps everything as it is. Archiving moves their upcoming appointments to others and records that they've left. Both can be undone.
Before you start
- Who can do it: admins and owners.
- The owner and the last active admin can't be suspended or archived. Transfer ownership or make someone else an admin first.
| Choice | What it does | When |
|---|---|---|
| Set to no access | Stops all access at once and takes them off bookings. Their record, appointments and history stay. | An urgent lockout, an investigation, long leave |
| Restore access | Undoes it | The situation is resolved |
| Archive… | Moves their upcoming appointments, records their last day and why, and signs them out for good | They've left |
| Reinstate employee | Brings an archived person back | A rehire, or a mistake |
Suspend someone's access
Open Offboarding
Go to Team, select the person, and open Offboarding.
Suspend
Select Set to no access, then Suspend access. You see Access suspended.
Their appointments stay on the calendar. If they won't be in, move those appointments yourself, or archive them instead.
Archive someone who's left
Start
On their Offboarding section, select Archive….
Clear what's open
Under Resolve these before archiving, clock them out if they're clocked in, and close and count their cash drawer if one's open. If they logged hours recently, you're reminded to run their final payroll.
Move their appointments
Under Reassign upcoming appointments, give each one to another team member, or Any available, or select Auto-assign all. Choose who's told under Notify affected clients of the change: Online bookings only, All affected clients or Don't notify. Select Apply, then Continue.
Record the exit
Set the Last working day, and if you like the Reason category, Reason / context, Vacation payout (days) and Knowledge transfer notes. You can let them keep showing their reviews on a former-team-member page.
Confirm
Select Confirm offboarding. You see Employee offboarded.
Check it worked
Suspended people show No access. Archived people leave the team list; tick Include offboarded to see them marked Offboarded, with the Offboarding record of who archived them, when and why.
If something goes wrong
"This is the last active admin"
Make another team member an admin first, then try again.
I archived someone by mistake
Open them with Include offboarded, select Reinstate employee, and confirm. Then add their shifts back and turn bookings on again; archiving cleared them.
What happens to their past sales and timesheets?
Nothing. Past records stay, so reports and payroll stay accurate.