How to Add Staff Members to Teams

In this article, we will explain how to add staff members to already created teams in your system.

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, and in the left sidebar menu, go to Team, then select "Team" again, and click on the Team tab.

Step 2: Acesses Team

When you go to the Teams tab, you’ll see all of the teams you've created in your account. Click the three-dot icon next to the team you wish to edit, then select "Edit."

Step 3: Team Configurations

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

Alternatively, you can create a team from scratch and decide which staff members will be part of that team and which services they can provide.

By following these steps, you can effectively manage the teams created in your Pabau account.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.