💇‍♀️ Staff & Permissions | salonMonter Help and Guides

👥 Removing a Staff Member from Your Account

If a staff member is leaving (or has already left), here’s how to update their profile in salonMonster while keeping their history and data intact. ✈️ Step 1: Add a Vacation (Before They Leave) If the staff member is still working but has a set departure date, you can add a vacation to make sure they no longer appear available after their last day. 1. Open the main menu on the left-hand side. 2. Select Settings → Hours/Vacations. 3. Use the Staff dropdown at the top of the page to select the correct staff member. 4. Click Vacations. 5. Choose + Add a vacation. 6. Set the vacation from the staff member’s departure date to one year in the future (just to be extra safe). 7. Select Save. This way, they’ll still appear on the calendar but won’t be available for bookings past their departure. 🚫 Step 2: Mark Them as Inactive (After They Leave) Once the staff member has officially left, you’ll want to set their account to inactive. 1. Go to Settings → Staff. 2. Select the staff member from the list. 3. Click Permissions (top right). 4. Toggle off the first permission: Active. 5. Select Save. ✅ That’s it! The staff member will no longer be bookable on your calendar, but you’ll still have access to their financial records, appointments, and client history. ❓ Frequently Asked Questions Can I delete a staff member completely? Yes. But for record-keeping we do not suggest this. Instead, set them as Inactive so you still have access to their past appointments, payments, and client notes. What if the staff member returns later? You can easily reactivate them! Just go back to Settings → Staff → Permissions and toggle Active back on. Does marking someone as inactive affect reports? No. Their historical data (appointments, sales, payouts, etc.) will remain in your reports even after they’re inactive.

Last updated on Sep 17, 2025

🖼️ Adding or Changing a Profile Picture

You can add custom profile photos for yourself or your team members in salonMonster. 🪜 Follow These Steps - From the Menu ☰ select Settings. - Then select Staff. - From the staff list, choose the team member whose profile picture you want to update. - Select Change Photo. - Choose a photo from your device’s gallery or folder. (A square image works best.) - Select the photo you want to use. - Click Save to update the profile with the new photo. ✨ Your profile photo is now updated and will appear throughout salonMonster.

Last updated on Sep 18, 2025

👥 Adjusting Staff Permissions

https://www.youtube.com/watch?v=Alyw69oqqT4 You can adjust whether staff can see all clients, edit their own settings, view calendars, reports, and more. 🪜 Follow These Steps 1. From the Menu ☰ select Settings. 2. Select Staff. 3. Select the staff member you want to adjust. 4. Click the Permissions tab at the top of the page. 5. Toggle on/off the permissions you want to change. 6. Select Save once you’re happy with the settings. ✅ Permission Types - Active staff Count toward your total number of staff and can log in. Set staff to inactive for long leaves (e.g., maternity, 6+ months away). Inactive staff do not appear in the booking system. - Administrators Full access to all settings, clients, calendars, and staff. - Scheduling staff Provide services and appear on the booking calendar. - Non-scheduling staff (reception, bookkeepers, etc.) do not count toward your paid staff total. - Can edit their own settings Allows staff to customize their own services and booking settings. Turn off if you want to manage centrally. - Can view all clients of the salon If on, staff can view all clients. If off, they can only book with their own clients. - Can view all staff calendars If on, staff see all calendars. If off, they only see their personal calendar. - Can view their reports Lets staff view their own reports. Administrators automatically see all salon reports. If off, the staff member cannot view reports.

Last updated on Sep 24, 2025

👥 Viewing a Staff Member’s Calendar, Reports, or Settings

In multi-staff accounts, salonMonster makes it easy to choose which staff member’s information you want to view or manage using the Staff Picker. ✨ Here’s How 1. Look for the Staff Picker — a dropdown menu that appears in several areas of salonMonster, including: - Booking calendars - Client lists - Reports - Services & products - Staff settings - Tipping 2. Click the Staff Picker to open the dropdown list of team members. 3. Select the staff member whose information you’d like to view. - In the calendar, this shows that staff member’s bookings. - In reports, it filters to just that staff member’s results. - In settings, it opens that staff member’s profile to adjust their services or permissions. 4. You can also switch to All Staff view to see everything together. ℹ️ Notes - The Staff Picker only appears in multi-staff accounts. - It will usually default to the staff member who is logged in, so you’ll see your own calendar or information first. - If you’re on a solo account, you won’t see this option. ✅ The Staff Picker gives you a simple way to move between different staff members’ calendars, clients, or settings — so you can view, manage, or adjust exactly what you need.

Last updated on Sep 30, 2025

🖥️ Creating a Front Desk / Reception Account (Non-Bookable Staff)

Sometimes you need a salonMonster login for someone who doesn’t provide services but still helps manage the business. This could be: - A front desk / receptionist - A business manager - An accountant or bookkeeper These accounts are easy to set up and do not count toward your total number of bookable staff, since they don’t take appointments. ✨ Here’s How 1. From the Menu ☰, select Settings. 2. Click Staff to view your staff list. 3. Select +New in the top right corner. 4. Enter a name for the account (e.g., “Front Desk” or the person’s name) and an email address for their login. 5. Turn off “Scheduling (has a calendar).” This ensures the user can log in and help manage the account, but they cannot be booked for services. 6. Decide on permissions: Non-admin with limited access → Turn on: Can view all clients of the salon **Can view all staff calendars (**This allows the user to manage bookings without being an admin.) 7. Click Save. salonMonster will send an email to the address you entered with their password. ℹ️ What to Expect - When this account logs in, it will default to the All Staff calendar view — perfect for reception and front desk staff. - You can always adjust permissions later if their role changes. ✅ That’s it! You’ve created a non-bookable staff account for front desk, management, or support staff.

Last updated on Sep 30, 2025

✂️ Setting Up Staff Commission

You can easily enable and configure staff commission in salonMonster based on your salon’s needs — whether everyone earns the same percentage or each staff member has their own rate. ✨ Here’s How 1. Go to ≡ Menu → Settings → Commissions. 2. Tap Enable Commission Tracking. 3. Under Type of Commission, choose the option that works for your business. - Percentage Commission - Fixed amount - Graduated Percent Commission 4. Choose whether the commission structure applies to all staff or individual staff members. 5. If setting one rate for all staff: - Select Same commission for all staff - Enter the commission amount or percentage 6. Tap Save to apply your commission settings.

Last updated on Nov 18, 2025