Overview
Team Members are the people who work in your pet care business. They can be staff members, contractors, or volunteers who help deliver services to your customers. Managing your team effectively ensures you have the right people available with the right skills for each service.
What are Team Members?
Team Members represent the human resources in your business. Each team member has specific roles, skills, availability, and capacity that determine what services they can provide and when they're available to work.
Key Benefits
Role Management - Assign appropriate roles and permissions
Capacity Planning - Track workload and availability
Service Assignment - Match team members to services they can perform
Working Hours - Manage schedules and availability
Leave Management - Handle time off and restrictions
User Accounts - Create login access for team members
Team Member Types
Team members can be assigned different types based on their role in your business:
Service Providers
Staff members who provide services directly to customers and pets
Can be assigned to specific services they're qualified to perform
Have working hours and capacity limits
Support Staff
Staff members who support service delivery and customer assistance
Help with appointments and customer service
May have limited access to certain features
Adding a Team Member
To add a new team member, go to Team Members and click "Add New" → "New Team Member", or use the direct link: Create New Team Member.
Quick Access Links
You can open team member forms directly using these links:
Create New Team Member:
https://business.petboost.com/team-members?action=create
Benefits:
Bookmark creation forms for quick access
Share direct links to specific team member forms
Connect with external HR systems
Browser back/forward navigation works naturally
Step 1: Role & Personal Information
Click "Add New" → "New Team Member" from the Team Members page, or use Create New Team Member
Select Team Member Type - Choose from:
Service Provider - Provides services directly to customers and pets
Support Staff - Supports service delivery and customer assistance
Personal Information:
First Name - Team member's first name
Surname - Team member's last name
Contact Email - Primary email address
Contact Phone - Phone number (optional)
Profile Photo - Upload a photo (optional)
💡 Tips:
Use professional photos for better team recognition
Verify contact information to ensure proper communication
Step 2: Capacity
Set the team member's workload capacity:
Capacity - Maximum number of appointments the team member can handle per day
Consider factors like:
Experience level
Service complexity
Physical demands
Personal preferences
Capacity Guidelines:
New team members: Start with lower capacity (3-5 appointments)
Experienced staff: Can handle higher capacity (8-12 appointments)
Part-time staff: Set capacity based on their availability
Full-time staff: Consider service duration and complexity
Step 3: Working Hours
Set up when the team member is available:
Working Hours Template - Choose from:
Business Hours - Follows your business operating hours
Custom Hours - Set specific hours for this team member
Flexible Hours - Available during business hours with flexibility
Override Days - Set different hours for specific days if needed
Common Scenarios:
Full-time staff - Follow business hours
Part-time staff - Set specific days/hours
Contractors - Custom hours based on agreement
Weekend staff - Weekend-only availability
Step 4: Services & Account
Assign services and create user account:
Service Assignment
Select Services - Choose which services this team member can perform
Consider:
Skills and experience
Certifications required
Service complexity
Team member preferences
User Account Creation
Create User Account - Enable login access for the team member
Email - Will be used as the login username
Password - Will be sent to the team member
Access Level - Based on their assigned role
💡 Best Practice: Only assign services the team member is qualified and comfortable performing.
Managing Team Members
Go to Team Members to view and manage all your team members.
Viewing All Team Members
The Team Members page shows all your active team members with:
Team member name and photo
Role badge
Capacity information
Status (Active/Inactive)
Contact information
Use the search bar to find team members by name, role, or email.
Team Member Detail View
Click "Manage" on any team member to access detailed information across multiple tabs:
Overview Tab
Team member summary and key information
Working hours overview
Quick stats and status
Analytics and reporting (coming soon)
Appointment management (coming soon)
Personal Details Tab
Basic information and contact details
Profile photo management
Personal information updates
Services Tab
Which services the team member can perform
Service eligibility management
Add/remove service assignments
Service restrictions and requirements
Capacity Tab
Current capacity settings
Workload management
Capacity utilization tracking
Capacity adjustment tools
Working Hours & Policies Tab
Current working hours schedule
Override days and exceptions
Availability calendar view
Policy management
Leaves & Restrictions Tab
Leave requests and approvals
Time off management
Availability restrictions
Schedule exceptions
Editing a Team Member
Click "Manage" on any team member
Navigate to the appropriate tab (e.g., Personal Details, Services, Capacity, Working Hours)
Make changes to the relevant settings
Changes are saved automatically
⚠️ Important: Changes to team member settings affect future appointments. Existing bookings are not automatically modified.
Team Member Management Best Practices
Team Member Assignment
Assign team member types based on responsibilities and experience
Start with support staff and promote to service providers as appropriate
Regularly review team member assignments as they grow in experience
Capacity Management
Set realistic capacity based on experience and service complexity
Monitor workload to prevent burnout
Adjust capacity as team members gain experience
Service Assignment
Only assign services the team member is qualified to perform
Consider certifications and training requirements
Regularly review and update service assignments
Working Hours
Set clear expectations for availability
Use overrides for special circumstances
Consider work-life balance when setting hours
User Accounts
Create accounts only for team members who need system access
Ensure team members understand their role permissions
Regularly review and update account access
Next Steps
Team Member Management
Team Member Management - Understand team member setup and management
Capacity & Workload Management - Optimize team member capacity and workload
Working Hours & Leave Management - Manage schedules, time off, and availability
Service Assignment & Skills - Match team members to appropriate services
Team Member FAQ - Common questions answered
Service and Resource Configuration
Service Team Assignment - Assign services to team members
Resource Capacity - Configure capacity management and locations
Service Configuration - Set up service requirements and eligibility
Resource Management - Set up locations and capacity
Customer and Appointment Management
Customer Profiles - Manage customer relationships
Appointments - Create appointments with assigned team members
Courses - Assign instructors to courses
Packages - Manage package assignments
Settings and Configuration
Settings - Account configuration
Team Member Management - Team member management and policies
Booking Settings - Team member booking rules
Notifications - Team member communication settings
Pro Automations - Automated team workflows
Troubleshooting Navigation
Common Issues and Solutions
"Can't assign services to team member"
Check Service Configuration for service requirements
Review Service Assignment for eligibility
"Team member not appearing in appointment creation"
Check Team Member Status for active status
Verify Working Hours for availability
Review Service Assignment for service eligibility
"Capacity issues with team member"
Check Capacity Settings for current capacity
Review Workload Management for optimization
Adjust Service Assignment if needed
Documentation Sections
Team Member Management - Understand team member setup and management
Capacity & Workload Management - Optimize team member capacity and workload
Working Hours & Leave Management - Manage schedules, time off, and availability
Service Assignment & Skills - Match team members to appropriate services
Team Member FAQ - Common questions answered
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.