Team and roles
Invite people, set roles and approve staff services.
- Invite staff, admins and affiliatesOpen Members in your organization dashboard. Staff practitioners work under your organization. Admins help run it as a Manager or Billing manager. Affiliates stay independent practitioners linked to you. Each tab has its own invite. Staff and admin invites expire after 7 days; affiliate invitations last 14 days and can be resent.
- Organization roles and what they can doVideoOrganizations have four roles. The Owner can do everything, including deleting the organization. Managers run the team, profile, events, schedules and sales, but not billing. Billing managers handle the subscription, invoices and refunds. Staff practitioners deliver sessions and have no admin access unless you give them extra permissions.
- Approve a staff practitioner's serviceServices created by staff practitioners can't be booked until your organization approves them. Open Review, then Service review, and select Approve or Return to practitioner for each one. When you return a service, add a note so the practitioner knows what to change.
- Set opening hours, closures and staff schedulesSet your opening hours under Public Profile, Business Hours. From the Closures tab you can close for a day or a holiday, and copy default hours onto your staff's weekly schedules. The Calendar shows everyone's bookings in one place.
- Work with affiliate practitionersAffiliates are independent practitioners linked to your organization: they keep their own profile, services, calendar and payments, and don't use a staff entitlement. Invite them, or approve their requests, from the Affiliates card in Members.
- Show where you trained (alumni)Training schools on Gyfts can confirm the practitioners they trained. A school invites you, or you ask them from their page with Trained at…?. Once both sides agree, Trained with shows on your profile and you appear in the school's alumni.
- Invite many practitioners at onceOpen Import in your organization menu, upload a CSV with each person's email, first name, last name and role, and check the preview. Select Confirm & send to invite everyone who's Ready.
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