Staff information may change over time—new phone numbers, updated bios, or different roles. This article explains how to edit staff details.

Accessing Staff Details

To edit a staff member:

1. Navigate to Staff in the sidebar
2. Find the staff member in the list
3. Click the edit icon next to their name
4. The staff detail panel opens

The Staff Detail Panel

The detail panel has several tabs:

• Details — Basic information, photo, location, job titles
• Services — Services they can provide
• Availability — Their schedule (weekly and specific dates)

Editing Basic Information

In the Details tab, you can edit:

Name

1. Click the edit icon next to their name
2. Type the new name
3. Click the checkmark to save (or X to cancel)

Phone Number

1. Click edit next to the phone field
2. Enter the new number
3. Save your changes

Email

1. Click edit next to the email field
2. Enter the new email address
3. Must be a valid email format

Bio

1. Click edit next to the bio section
2. Update the description
3. Save when complete

Inline Editing

Most fields use inline editing:

1. Click the edit icon next to the field
2. The field becomes editable
3. Make your changes
4. Click the checkmark to save
5. Click the X to cancel Changes save individually—you don't need to save the entire form.

Changing Primary Location

If a staff member's primary location changes:

1. Find the Location section in Details
2. Click Change
3. Select the new location from the list
4. Confirm the change

   💡 Important: Changing the primary location copies the new location's availability schedule to the staff member. Their previous schedule is replaced.

Updating Job Titles

To modify job titles:

1. Go to the Job Titles section
2. Click the + button to add titles
3. Click on existing titles to remove them
4. Changes save automatically

When to Update Information

Common reasons to edit staff information:

• Contact changes — New phone number or email
• Role changes — New job title or promotion
• Profile updates — Better bio or new photo
• Location changes — Moving to a different location

Bulk Updates

If you need to update the same information for multiple staff:

1. Edit each staff member individually
2. There's no bulk edit feature for basic information
3. For services or availability, consider location-level changes that cascade

Best Practices

1. Keep information current — Update promptly when details change
2. Use consistent formatting — Same phone format, similar bio styles
3. Review periodically — Check staff details quarterly
4. Document changes — Note significant changes for your records