Keep Track of Your Employees with the Team Management Feature

Running a salon means juggling a lot: appointments, clients, inventory, and of course, your team. With Goldie’s Team Management feature, you can stay organized and in control by assigning the right access to each staff member based on their role. Whether you're managing a full team or just bringing on your first employee, this feature helps you ease operations, protect sensitive information, and give your team the tools they need while protecting your data.

In this article, you’ll discover:

• How to manage your salon team calendar;
• Access levels for each team member;
• How team members can be bookable online;
• Team notifications;
• Performance reports;
• Subscription and pricing.

Manage your salon team and their appointments

With the Goldie team management feature, you will be able to easily organize your team in one place, add or remove team members, set the level of access for each of them, and stay in control of your team easily. 

You can view all team schedules together so you can immediately spot who’s available. Initially, you will only see your own calendar in the app. After you upgrade and add extra team members, as an account owner, you will be able to see all the team members' calendars.

How to add an extra team member?

To add a team member to your calendar, you have to follow the steps below:

First, you will need to upgrade your account to Pro Plus. To do so, open Goldie and go to Menu > Change your plan > Select the Pro Plus subscription. You will automatically receive the Account Owner rights.

An email will be sent to the staff member and he/she will have to set a password. The new member will appear in the team member list with a label informing that the email invite has been sent ("INVITE SENT"). At this stage, the member cannot be assigned to an appointment or service until he activates the account.

After the password has been set, an email will be sent to the member to download the app and sign in using the same credentials.

Individual logins and access levels for each team member

This team management feature was specially created to offer you the best scheduling solution and confidentiality, as there are different levels of access to the calendars and to the account information.

• Owner
  
  
  • Full access to all business data, staff, reports, settings, billing, and more.
    
    
  • Cannot be removed or have permissions changed by other users.
    
    
• Manager
  
  
  • Can manage all staff calendars and appointments.
    
    
  • Access to all app sections except: Account Subscription, Payment Settings, and Staff Permissions.
    
    
  • Can manage services, products, clients (including deleting), waitlist, messages, gift cards, marketing, expenses, and forms.
    
    
  • Can manage business settings like the booking website, business details, and notifications.
    
    
  • Visible as a service provider on the calendar by default.
    
    
• Receptionist
  
  
  • Can manage appointments for all staff and take payments.
    
    
  • Has access to client profiles (view, add, edit—but not delete).
    
    
  • Can manage waitlist entries.
    
    
  • Not visible on the calendar as a service provider.
    
    
  • Cannot access or change business settings.
    
    
• Service Provider
  
  
  • Manages only their own appointments.
    
    
  • Can view, add, and edit client profiles (but not delete).
    
    
  • Can access their own reviews and client list.
    
    
  • Can manage their own waitlist entries and take payments.
    
    
  • Visible as a service provider on the calendar by default.
    
    
  • If client management permission is turned off, they will lose access to client contact details and can only select clients when creating appointments.
    
    
• Restricted Service Provider
  
  
  • Can only view appointments assigned by a Manager or Receptionist.
    
    
  • Cannot manage appointments or view client contact details.
    
    
  • Visible as a service provider on the calendar by default.
    
    
  • Will not receive notifications for online bookings unless permission to manage appointments is turned on.
    
    
  • Cannot send messages to clients from appointments (to protect client phone numbers).

Clients can book their favorite staff member online

Clients will be able to select a service and a staff member they want to book an appointment with. By default, all your staff members will be bookable online, excepting the receptionist. If you prefer a staff member not to be bookable online, you can go to Menu > Staff Members > Tap on your member and disable the option “Bookable by clients online”. 

Your salon team is always in the loop

You and your members will be notified when an appointment is booked, rescheduled, or canceled. This way you’re saving time by not having to inform them directly about their upcoming appointments, making it easier for them to be up to date with their schedule.

To enable your notifications, open Goldie and go to Menu > Settings > App Notifications.

Personalized text message reminders for your team

Goldie saves you time by automatically sending your message reminders via our system or through your own device for a personal touch. All your appointment reminders can be personalized by using dynamic fields. Information such as the client's name, date and time of the appointment, location, or the appointed member will be extracted directly from the appointment details.

Performance reports for every team member

Now, you can have a view of your total salon earnings or earnings per staff member. With Goldie, it’s now easier to know which employees need help to improve their performance, or which ones bring you the most income.

Don't forget to update the app to the latest version from the App Store and Google Play and enjoy managing appointments professionally together with your staff!