---
title: How to Create and Manage Teams
description: In this article, we’ll explain how to create and manage teams.
---

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3. [Teams and Visibility](https://support.pabau.com/en/pabau2/team?hsLang=en#teams-and-visibility)

# How to Create and Manage Teams

## In this article, we’ll explain how to create and manage teams.

The Teams feature in your Pabau account lets you group employees by role, making it easier to set up their default homepage, notification preferences, calendar and online booking availability, and assigned services — all in one place, rather than configuring each staff member individually.

Teams can also be used for calendar management and filtering, setting client access permissions, tracking leads, and generating reports.

#### **Step 1: Navigate to Teams**

[Log in to your Pabau account](http://app.pabau.com/), and in the left sidebar menu, go to Team, then select "[Team](https://app.pabau.com/team/users)" again, and click on the Team tab.

#### **![How to Manage Client Access Settings 1](https://support.pabau.com/hs-fs/hubfs/Team%20category/How%20to%20Manage%20Client%20Access%20Settings%201.png?width=624&height=295&name=How%20to%20Manage%20Client%20Access%20Settings%201.png)**

#### **Step 2: Create Team**

When you go to the Teams tab, you’ll see a default team that includes all employees not yet assigned to specific teams.

To create a new team, click the "**New Team**" button in the top right corner. Keep in mind that each person can only be part of one team.

#### **![How to Create and Manage Teams 2](https://support.pabau.com/hs-fs/hubfs/Team%20category/How%20to%20Create%20and%20Manage%20Teams%202.png?width=624&height=156&name=How%20to%20Create%20and%20Manage%20Teams%202.png)**

Here, you can enter the team name, choose their default homepage and notification settings, and add the staff members who will be part of it.

![Screenshot - 2025-07-31T155207.140](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/Screenshot%20-%202025-07-31T155207.140.png?width=603&height=654&name=Screenshot%20-%202025-07-31T155207.140.png)

If the team is supposed to have a calendar available for bookings, you'll also need to select the services they’ll provide.

#### **Step 3: Edit Teams**

To edit an existing team, click the three-dot icon next to the team name, then select "Edit."

![Screenshot - 2025-07-31T155243.699](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/Screenshot%20-%202025-07-31T155243.699.png?width=670&height=206&name=Screenshot%20-%202025-07-31T155243.699.png)

 

From the team editing modal, you can change the team name, the staff members who will be part of the team, the default homepage they will see upon logging into the system, and the notifications they will receive.

![Screenshot - 2025-07-31T155320.370](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/Screenshot%20-%202025-07-31T155320.370.png?width=586&height=621&name=Screenshot%20-%202025-07-31T155320.370.png)

 

Additionally, from the dropdown menu in the last section, you can select which services the team will provide.

You can use the steps provided to create and manage teams within the system whenever necessary, enabling you to create as many teams as required.

#### **Do a team's services or a person's own services decide what they can be booked for?**

The person's own services. What a staff member can be booked for comes only from the services ticked on **their own profile**. The services you select when you create or edit a team are saved against the team, but they are not copied onto its members, and neither the booking panel nor online booking reads them. The two lists are not combined either: a service selected on the team but not on the person is not offered for that person, and a service selected on the person but not on the team is.

To change what someone can be booked for, go to **Team → Team**, open the **People** tab and click the staff member. On the **Services** tab, tick the services under **Choose the services this employee can perform** and click **Save changes**. To give several people the same services, set one person up and use **Copy from** on the others – see [How to Copy Services from Another Team Member](https://support.pabau.com/en/pabau2/how-to-copy-services-from-another-team-member?hsLang=en).

**Where this comes from:** each service keeps its own list of the staff who can perform it. Ticking a service on a person's **Services** tab and selecting that person under **Staff & Resources → Employees** on the service are two views of the same setting. In the booking panel, **\<name\>’s Services** lists only that person's services (narrowed further if their shift is limited to certain services), while **All services** shows every bookable service. Online booking only offers a person for a service they are ticked for, and only if **Accepts online bookings** is switched on in their own profile.

**NOTE:** Of the team's **Default settings**, **Appear on Scheduler** is applied to every member when you save the team, and **Show Calendars from Same Team Only** applies to the whole team. The team's services, **Has a calendar available for bookings** and **Accepts online bookings** are not applied to members – set these on each person's **Services** tab.

---

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- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

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- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

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    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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