Staff Management

Add team members to your account with defined roles, individual schedules, and granular permissions — so everyone has access to exactly what they need. Available on Plus plans and above.

Plus+

Overview

As your business grows, you need your team to help manage bookings, clients, and daily operations. The Staff Management app lets you add team members with one of six roles, each with a predefined set of permissions. Staff members get their own login credentials, working hours, and dashboard view.

Key capabilities:

Feature	Description
6 Roles	Admin, Attendant, Specialist, Designer, Account Manager, Director
Separate Login	Each staff member has their own credentials and session
Working Hours	Per-member schedules with day-by-day configuration
Blocked Times	Vacation, sick days, and personal time blocks
Custom Permissions	Override default role permissions with granular toggles
Public Display	Show your team on your website with 4 layout variants
Booking Integration	Clients choose which specialist to book with
Avatar Upload	Profile photos for team display

Who it’s for:

Barbershops and salons where clients book specific stylists
Clinics and studios with multiple practitioners
Repair shops with front-desk staff and technicians
Any business with a team that needs shared dashboard access

Getting Started

Adding a Staff Member

Navigate to Staff

Go to Dashboard → Staff. You’ll see the team list with search and role filters.

Click “Add Member”

Click the Add Member button to open the staff creation form.

Fill in Details

Enter the staff member’s information:

Field	Required	Description
Name	Yes	Staff member’s display name
Email	Yes	Used for login and notifications
Phone	No	Contact number
Role	Yes	Select from 6 available roles
Bio	No	Short description shown on public pages
Assigned Services	No	Which services this member can provide

Create a password for the staff member. They’ll use their email and this password to log in to the staff dashboard.

Configure Working Hours

Set the staff member’s weekly schedule — which days they work and their start/end times for each day.

Staff members are unique per professional account. The same email address can be used as staff in multiple professional accounts without conflict.

Roles & Permissions

Built-in Roles

GoConverso provides 6 roles with predefined permission sets:

Role	Description	Key Permissions
Admin	Full access to everything	All permissions enabled
Attendant	Front-desk operations	Bookings, clients, queue management
Specialist	Service provider	Own appointments only, limited dashboard
Designer	Creative team member	Bookings, own services, project deliverables
Account Manager	Client relationship manager	Reports, all projects, client management
Director	Senior management	Staff management, full booking & service access

Permission Categories

Permissions are organized into categories:

Category	Permissions
Base	Manage bookings, manage services
Team	Manage staff members
Analytics	View reports and metrics
Projects	Create, edit, delete projects; upload and approve deliverables; view all projects

Custom Permissions

You can override the default permissions for any role on a per-member basis:

Open the staff member’s profile
Click Edit Permissions
Toggle individual permissions on or off
Save changes

Custom permissions are stored as a JSON override — the default role permissions still apply for any toggle you don’t change.

Use custom permissions sparingly. The built-in roles cover most team structures. Only override when a specific team member needs an exception — for example, an Attendant who also needs access to reports.

Staff Schedules

Working Hours

Configure each staff member’s weekly availability:

Setting	Description
Day of Week	Sunday through Saturday (individually toggleable)
Start Time	When the member starts working (HH:MM format)
End Time	When the member finishes (HH:MM format)
Enabled/Disabled	Toggle specific days on or off

How to configure:

Open staff member profile

Go to Staff → click on the member → Working Hours tab.

Set weekly schedule

For each day of the week:

Toggle the day on or off
Set start and end times
Repeat for each working day

Save schedule

Click Save. The schedule immediately affects booking availability — clients will only see time slots during the member’s working hours.

Working hours are used by the booking system to calculate available slots. If a specialist works Monday-Friday 9:00-17:00, clients will only see appointment slots within those hours.

Blocked Times

Block specific dates and time ranges for vacations, sick days, or personal time:

Field	Description
Date	The specific date to block (YYYY-MM-DD)
Start Time	Beginning of blocked period
End Time	End of blocked period
Reason	Optional note (e.g., “Vacation”, “Training”)

Blocked times override working hours — if a member normally works on a Tuesday but has a blocked time set for that date, no bookings will be available during the blocked period.

You can block full days by setting the time range to cover the entire working period, or block partial days for lunch meetings, training sessions, etc.

Staff Authentication

Staff members authenticate with their own credentials, completely separate from the professional’s main account:

Feature	Description
Login URL	`/staff/{username}/login`
Credentials	Email + password set by admin
Session	JWT token with configurable expiration
Rate Limiting	5 failed attempts triggers 30-minute lockout

Authentication flow:

Navigate to the staff login URL for the professional’s account.

Enter credentials

Enter the email and password set by the account admin.

Access staff dashboard

After successful login, the staff member sees a simplified dashboard based on their role’s permissions.

Security Features

Feature	Description
Password Hashing	Passwords stored with bcrypt encryption
Failed Login Tracking	System counts consecutive failed attempts
Account Lockout	5 failed attempts locks the account for 30 minutes
Password Reset	Only the account admin can reset staff passwords
Separate Sessions	Staff sessions are independent from the main professional session

Staff members cannot reset their own passwords. If a staff member is locked out or forgets their password, the account admin must reset it from the Staff Management page.

Public Display

Showing Your Team on Your Website

Display your team members on your public website using the Staff section in the Template Editor. Choose from 4 layout variants to match your brand.

Layout Variants

Variant	Style	Best For
Grid	Responsive grid (2-4 columns)	Teams of 4-12 members
Carousel	Swipeable horizontal carousel	Large teams, mobile-friendly
List	Vertical list with detailed info	Detailed bios and descriptions
Minimal	Compact cards with essential info	Quick overview, small teams

Configuring the Staff Section

Open Template Editor

Go to Dashboard → Website Editor → find the Staff section.

Choose a variant

Select one of the 4 layout variants from the variant selector.

Configure display options

Customize what information is shown:

Option	Description
Section Title	Custom heading (e.g., “Our Team”, “Meet the Specialists”)
Section Subtitle	Optional description below the title
Max Display	Limit how many members to show (for performance)
Show Avatars	Toggle profile photos
Show Bio	Toggle member descriptions
Show Role	Toggle role badges on cards

Publish changes

Save and publish your website. The staff section displays active team members with their photos, names, roles, and assigned services.

Avatar Upload

Each staff member can have a profile photo:

Drag and drop an image onto the upload area
Images are stored in Supabase Storage
Displayed on both the dashboard and public website
Recommended size: square image, at least 200x200 pixels

Booking Integration

Staff management integrates directly with the booking system, allowing clients to choose which team member they want to book with.

How It Works

Feature	Description
Service Assignment	Each staff member is assigned specific services they can provide
Specialist Selection	Clients see available specialists during the booking flow
Individual Availability	Each member’s working hours determine their available slots
Pre-selected Staff	Direct booking links can pre-select a specialist via URL parameter (`?staff={staffId}`)

Booking Flow with Staff

Client selects a service

On your public booking page, the client chooses the service they need.

Client chooses a specialist

If multiple staff members are assigned to that service, the client sees a list of available specialists with their names and avatars.

Client picks a time

The calendar shows only time slots when the selected specialist is available — based on their working hours minus any blocked times.

Booking is confirmed

The booking is assigned to the selected specialist and appears on their individual calendar in the staff dashboard.

Create direct booking links for specific team members: goconverso.com/{username}/booking?staff={staffId}. Share these on each member’s social media or business card so clients book directly with them.

Performance & Caching

The public staff section uses a smart caching strategy for performance:

5-minute localStorage cache for staff data on the public website
Cache is automatically bypassed in Template Editor preview mode
15-second timeout in production, 30 seconds in preview mode
Automatic cache invalidation when staff data changes

This ensures fast page loads for visitors while keeping data reasonably fresh.

Plan Availability

Feature	Free	Plus	Pro	Max	Ultra
Team members	—	5	15	25	Unlimited
Staff login	—	Yes	Yes	Yes	Yes
Working hours	—	Yes	Yes	Yes	Yes
Blocked times	—	Yes	Yes	Yes	Yes
Custom permissions	—	—	Yes	Yes	Yes
Public display	—	2 variants	All 4 variants	All 4 variants	All 4 variants
Avatar upload	—	Yes	Yes	Yes	Yes
Booking integration	—	Yes	Yes	Yes	Yes
Activity tracking	—	—	Yes	Yes	Yes

Booking System — Clients choose specialists when booking
Service Orders — Assign technicians to repair jobs
Website Builder — Display your team on your public site
Digital Queue — Staff members manage walk-in clients