{"id":1355,"date":"2024-11-23T04:58:17","date_gmt":"2024-11-23T04:58:17","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4904716568989-setting-employees-in-the-mobile-app\/"},"modified":"2026-02-04T09:06:13","modified_gmt":"2026-02-04T09:06:13","password":"","slug":"4904716568989-setting-employees-in-the-mobile-app","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904716568989-setting-employees-in-the-mobile-app\/","title":{"rendered":"Setting team members in the mobile app"},"content":{"rendered":"\n<p>After adding categories and services, add team members.<\/p>\n\n\n\n<p>Team member settings can be configured both in the Altegio web version and in the mobile app. All data is synchronized automatically.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Adding a team member<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the main menu \u2014 tap <strong>More<\/strong> in the bottom-right corner.<\/li>\n\n\n\n<li>Go to<strong> Team.<\/strong><\/li>\n\n\n\n<li>To add a new team member, tap the <strong>\u201c+\u201d<\/strong> button in the top-right corner.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d64203a8467&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d64203a8467\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"690\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28-1024x690.png\" alt=\"\" class=\"wp-image-268759\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28-1024x690.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28-300x202.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28-768x517.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28-1536x1035.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28-360x242.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.50.28.png 1550w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Team member setup<\/h2>\n\n\n\n<p>In the new window that opens, fill in the team member details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Team member name.<\/strong><\/li>\n\n\n\n<li><strong>Specialization.<\/strong> For example: esthetic cosmetologist, dermatologist cosmetologist, general hairdresser, colorist, etc. This is a narrow job title \/ specific area within one profession. It is shown in online booking. <strong>Required.<\/strong><\/li>\n\n\n\n<li>If the team member provides services, enable <strong>Provides services<\/strong> and specify the team member\u2019s <strong>Position<\/strong>. This is a group of team members who perform similar types of work or services. For example: stylist, makeup artist, cosmetologist, doctor, car washer, tutor. Optional.<\/li>\n\n\n\n<li>Enable <strong>Available for online booking<\/strong> so clients can book this team member online. Without this option, clients won\u2019t be able to book on their own, but you can still create appointments manually in the calendar.<\/li>\n\n\n\n<li><strong>Description.<\/strong> Add information about the team member: professional experience, education, services they provide. The description is shown in the online booking widget when the user taps <strong>i<\/strong> next to the team member photo. According to Altegio statistics, every fifth user opens this section, so it\u2019s important to provide information that helps them make a choice. Text formatting tools can be used in this field.<\/li>\n\n\n\n<li>Upload a team member photo \u2014 tap <strong>Upload photo<\/strong>. It\u2019s recommended to use high-quality professional photos, as they help build trust with clients.\n<ul class=\"wp-block-list\">\n<li>Recommended image size: <strong>365 \u00d7 365 px<\/strong><\/li>\n\n\n\n<li>Maximum file size: <strong>12 MB<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Give the team member access to the service so they can use it according to assigned permissions (for example, view their schedule, reports, etc.). To do this, enter the phone number or email, select the role (<strong>Professional, Receptionist, Call center, Accountant, Manager, Owner<\/strong>) and configure access rights. Each role includes a default set of permissions, but you can edit it.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d64203a8eb0&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d64203a8eb0\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"1024\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28-1024x1024.png\" alt=\"\" class=\"wp-image-268777\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28-1024x1024.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28-300x300.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28-150x150.png 150w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28-768x768.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28-360x360.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-12.56.28.png 1054w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>After filling in the data, tap <strong>Save<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting up the team member\u2019s services<\/h2>\n\n\n\n<p>After saving the team member details, a section will appear with the services they provide. New team members won\u2019t have any services in this section yet \u2014 you need to configure them.<\/p>\n\n\n\n<p>To add services to a team member:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the main menu using the top-left sidebar (three-line icon).<\/li>\n\n\n\n<li>Tap the team member name in the list.<\/li>\n\n\n\n<li>Tap <strong>Services > Provided services<\/strong>.<\/li>\n\n\n\n<li>Select the required category from the list, tap its name, then tick the services the team member provides. You can create a new category using the <strong>\u201c+\u201d<\/strong> button.<\/li>\n\n\n\n<li>You can change the service duration using the pencil icon. By default, the duration set in the service settings will be applied.<\/li>\n\n\n\n<li>After adding services, tap <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p>After that, in the team member service settings you will see categories and services marked as <strong>Linked<\/strong> and <strong>Not linked<\/strong>.<\/p>\n\n\n\n<p>You can always edit, add, or remove services. To unlink services, untick them in the team member settings and tap <strong>Save<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dismissal and deletion<\/h2>\n\n\n\n<p>Team members can be dismissed or deleted. To do this, go to <strong>Team<\/strong>, select a team member, and tap their name.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"514\" height=\"1024\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.00.11-514x1024.png\" alt=\"\" class=\"wp-image-268795\" style=\"width:337px;height:auto\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.00.11-514x1024.png 514w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.00.11-151x300.png 151w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.00.11-257x512.png 257w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.00.11.png 664w\" sizes=\"auto, (max-width: 514px) 100vw, 514px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To dismiss a team member, tap <strong>Dismiss team member<\/strong>. Choose dismissal if you need to remove the team member from the list but keep all their statistics.<\/li>\n\n\n\n<li>To delete a team member and all data about them, tap the trash icon in the top-right corner.<\/li>\n<\/ul>\n\n\n\n<p>In the mobile app, all dismissed team members remain visible in the list. If needed, you can restore them: open <strong>Team<\/strong> and tap the person icon in the top-right corner. In the list, tap the required team member and then <strong>Restore team member<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d64203aa1cd&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d64203aa1cd\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.05.23-1024x682.png\" alt=\"\" class=\"wp-image-268813\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.05.23-1024x682.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.05.23-300x200.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.05.23-768x511.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.05.23-360x240.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-04-at-13.05.23.png 1274w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>Deleted team members are not shown in the mobile app. They can only be restored in the web version. Read more about this in the article.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><\/p>\n\n\n\n<p>A dismissed or deleted team member can be restored within <strong>24 hours<\/strong>. After 24 hours, the team member can only be restored <strong>30 days<\/strong> after dismissal.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Setting up the schedule and online booking<\/h2>\n\n\n\n<p>After all services and team members are created and services are assigned to team members, you can start working with the appointment calendar. To do this, you need to set up the schedule and also configure online booking so clients can book appointments themselves.<\/p>\n\n\n\n<p>A detailed description of these settings is available in the articles: <strong>Working with the appointment calendar in the mobile app<\/strong> and <strong>Setting up online booking in the mobile app<\/strong>.<\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">See the detailed information in the articles: <strong><a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4909191943197-Using-appointment-calendar-and-creating-a-booking-in-the-mobile-app\" target=\"_blank\" rel=\"noopener noreferrer\">Using appointment calendar in the mobile app <\/a><\/strong>and <a href=\"https:\/\/support.alteg.io\/hc\/en-us\/articles\/4904892003357-Setting-online-booking-in-the-mobile-app\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Setting online booking in the mobile app<\/strong><\/a>.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>After adding categories and services, add team members. Team member settings can be configured both in the Altegio web version and in the mobile app. All data is synchronized automatically. Adding a team member Team member setup In the new window that opens, fill in the team member details: After filling in the data, tap&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904716568989-setting-employees-in-the-mobile-app\/\">Continue reading <span class=\"screen-reader-text\">Setting team members in the mobile app<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[98],"doc_tag":[1609,1417,1372,1402,1297,1432,1342,1357],"class_list":["post-1355","docs","type-docs","status-publish","hentry","doc_category-employee-mobile-app","doc_tag-online-booking-en","doc_tag-position-en","doc_tag-professional-en","doc_tag-receptionist-en","doc_tag-service-en","doc_tag-specialization-en","doc_tag-team-en","doc_tag-team-member-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":777,"total_views":"530","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Employee mobile app","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/employee-mobile-app\/"}],"doc_tag_info":[{"term_name":"Online Booking","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/online-booking-en\/"},{"term_name":"Position","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/position-en\/"},{"term_name":"Professional","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/professional-en\/"},{"term_name":"Receptionist","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/receptionist-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Specialization","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/specialization-en\/"},{"term_name":"Team","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1355"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1355\/revisions"}],"predecessor-version":[{"id":268831,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1355\/revisions\/268831"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1355"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1355"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}