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Web - Set up and Manage Staff Profile

Amelia avatar
Written by Amelia
Updated this week

Once a staff profile is created, you can customize it at any time using either the web version or the mobile app. You can update staff profiles before sending an invitation or after the staff member has joined your business.

🖥️ Web version

For a full walkthrough on setting up and managing staff profiles on the MoeGo app, please refer to the detailed guide here.

Staff Member List

Navigate to Settings > Staff > Staff Members to manage your team.

From this page, you can:

  • Add new staff to create a new profile

  • Filter by business location to view staff at a specific location or across all locations

  • Click on a staff member to view or edit their profile

Sort Staff

You can customize the order in which staff appear:

  1. Click the Sort Staff button next to Add New Staff

  2. Drag and drop staff members to reorder them

This order controls:

  • How staff appear in the staff list

  • The staff display order on the calendar

  • The staff order shown in Online Booking

Staff List Actions (Edit Options)

Click the three-dot menu next to a staff member to:

  • View details

  • Send invitation link (invite staff to join)

  • Transfer upcoming appointments to another staff member

  • Delete the staff profile


Staff Profile Details

Profile (Basic Information)

First & Last Name

The staff member’s name appears on:

  • Your calendar

  • Online Booking

Clients will see this name when selecting a staff member during booking.

Email

Enter the staff member’s email address to send an invitation so they can log in and access your MoeGo account.

💡 For more details, please refer to the Invite Staff guide.

Role

Assign a role to define what permissions the staff member has in your account.
Click Check Permissions to quickly review what access each role includes.

💡For more information on setting up roles and permissions: please visit Manage Staff Role and Permissions.

Color code

Assign a color to each staff member to control how their appointments appear on the calendar, based on your calendar display settings.

  • For mobile businesses, this color also determines the pin color used to represent each staff member on the map view, making it easier to identify staff locations at a glance.


Employment Details

Hire Date

Defaults to today’s date when creating a profile, but can be edited if needed.

Notes

Use this section to add internal notes. Notes are visible to users who have permission to access the Staff Members section.


Working Business (Locations)

If you have multiple locations, select which business locations this staff member can access.

Staff will only be able to view:

  • Calendars

  • Clients & pets

  • Other data allowed by their role
    for the locations they are assigned to.

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Access

Calendar Access

Access other staff calendars
Controls which calendars this staff member can view:

  • All working business staff: Access to all staff calendars at the location

  • Certain staff selected: Access only to selected staff calendars

Show on Calendar
Controls whether the staff member appears on the calendar and can be assigned to appointments.

Example:
You may turn this off for admin or front-desk staff who do not take appointments.

If a staff member has upcoming appointments and you turn off Show on calendar, you’ll be prompted to take action before saving.

  • After toggling off Show on calendar and clicking Save, a “Transfer Upcoming Appointments” pop-up will appear. This alert lets you know that the staff member has future appointments assigned.

  • To continue, select another staff member to transfer those appointments to, then click Transfer to complete the change and save your updates.

Clock in/out

Require access code
Requires staff to enter a code when clocking in or out.

This is useful if:

  • Multiple staff share a device

  • Staff clock in/out from a front desk computer

Staff can use the code on:

  • Their own mobile device

  • A shared desktop device

💡 Learn more in the Clock In / Out Guide.


Notify Them When (Staff Notification)

You can control which notifications each staff member receives in their Notification Center.

Notification types include:

  • Appointment created, updated, or canceled

  • New booking or abandoned booking requests

  • Intake form submitted

  • Agreement signed

  • Invoice paid

  • Review submitted

  • Card on file added

  • Task assigned

For each notification type, choose one option:

  • Related to them
    Staff are notified only when the appointment or client is assigned to them

  • At working business
    Staff are notified of all related activity at their assigned location

  • Do not notify
    Staff will not receive notifications for this event


Payroll

Payroll settings for each staff member can be configured directly within their profile.

Available options include:

  • General service commission
    Commission based on collected service and add-on revenue, unless overridden by a specific service commission

  • Hourly rate
    Calculated using clock-in and clock-out hours

  • Tips rate
    Determines whether the staff member receives 100% of tips from assigned appointments

💡 For more details, please refer to the Setting up and Managing Staff Payroll Guide.

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