People-related work is split between customer records, staff access, and teaching profiles.
Use Admin > Customers for customer records and Admin > Settings > Staff for staff access. Teaching profiles are on each person's staff page, on the Teaching tab.
Customers workspace#
Open Admin > Customers to search people and switch between the All, Leads, and Customers lenses. You can also filter the list by Members or Guests.
Use the search field to search by name, email, or phone. To add a lead, open the Add lead menu and choose Add single lead or Import customer list.
Staff workspace#
Open Admin > Settings > Staff when someone needs access to the business workspace. The page lets you search staff, filter by role, invite people, and open a staff record.
A person can also have a teaching profile. Teaching profile details and staff access are separate records. Both are on the person's staff page: the Profile tab for access and the Teaching tab for the teaching profile.
Teachers and providers#
Teachers and providers are people who deliver classes or services. They may also be customers or staff.
To list the people who teach, open Admin > Settings > Staff and choose Teacher in the role filter. Open a person and use the Teaching tab to review their teaching profile and stats, and to open a public profile when one is available. See Teaching profiles on a staff page. Use the service page under Admin > Services to review which providers are assigned to an appointment service.
Who can access these areas#
The pages and actions available to a person depend on the access shown for their staff record and on the business setup.
If someone cannot open a page, review their record under Admin > Settings > Staff and the current Roles & Permissions guidance before assuming the page is broken.