Add staff, and remove someone who left

Add staff so each one gets their own app link, and remove them when they leave so the link stops working.

Before you start: Needs "Staff Management" on in Settings, under "Advanced".

Steps

  1. Open Staff (on a phone: More, then Staff). Tap the button that adds a staff member. Type their name and phone, then tap "Add Staff".
  2. Under "Their app link — send it to them", tap "Send" to send it on WhatsApp, or tap "Copy".
  3. They open the link on their phone. Some roles get an email login instead of a link.
  4. When someone leaves, tap "Remove" on their card. Their link stops working immediately.
  5. For a short break, tap "Mark on leave". Their link is blocked until you tap "Back from leave".

If this does not work

  • You cannot see Staff: open Settings, tap "Advanced" and turn on "Staff Management". Then tap "Save Changes".

Also useful

Billing or data problem?

You can send Sahil (founder) a WhatsApp message about billing or your data. He replies within one working day.

Message on WhatsApp (opens in a new tab)

For how-to questions, use the help guides. Questions about pricing or imports? See the questions page.

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Add staff, and remove someone who left — help | petboard