Staff & team/8 min
How to add your team
JAP is easier when the whole team is in it. Roles decide what each person can open, so a groomer sees the work and the owner keeps the business settings.
What you end up with: Everyone signed in with the access their job needs, and nothing more.
Steps
Decide who needs an account
Anyone who books, checks in, cares for pets or invoices. Seats are part of your plan, so check the count first.
Send the invitations
Invite each person by email from Settings; they set their own password.
Assign roles
Give each person the role that matches their job. Owner access should stay with the owner.
Add shifts
Put the week's shifts in so the schedule reflects who's actually on.
Walk one person through their first day
The fastest adoption route is one member of staff doing one real check-in with you watching.
Recommended setup
- One account per person — shared logins make the record of who did what useless.
- Review access when someone changes role or leaves.
Tips
- Seat counts differ by plan; check pricing before inviting a large team.
- Staff can be assigned to tasks and shifts, which is what makes the task board useful.
Related resources
Ready to set this up for real?
Create your business and work through it step by step. Buddy can propose the setup for you, and you review everything before anything is created.