Team member profiles

Everyone on your team has a profile. It holds their contact details, role, the locations they work at, the services they do and their hours. To open one, go to Operations → Team and select their name.

The top of the profile shows their role, Active or Inactive, and how they're employed. Bookable means clients can book them. Invite pending means they haven't accepted their invite yet. If they have their own booking link, it's there too, with Copy and Share.

The sections down the side each have their own Save Changes button. Save before you switch sections, or you'll lose your changes.

Edit their detailsCopy Anchor Link

1. Open their profile. Profile opens first.
2. Change their First Name, Last Name, Title, Email or Phone.
3. To add or change their photo, select the circle beside First Name and choose a JPG, PNG or WebP picture.
4. Write a few lines about them under Your Bio.
5. Select Save Changes. You'll see Profile updated.

Clients see their photo and bio when they choose who to book with, if your booking page shows them. See Booking page settings. Email is where Lilo sends their invite and their emails about appointments. Changing it doesn't change the email they sign in with.

Choose where they workCopy Anchor Link

1. Open their profile and select Locations.
2. Under Locations, check each location where they work.
3. For an employee, choose a Manager under Reporting Manager. That person approves their time off and schedule changes. It's required if they work at more than one location.
4. Select Save Changes. You'll see Locations updated.

When you add a location, their services carry over to it. If they can be booked and now work at more than one location, their hours at the new one start as days off. Set them in Schedule. When you remove a location, Lilo removes their services and hours there.

Can be booked for services, at the top of Locations, puts someone on your calendar and lets clients book them. Service providers and booth renters are always bookable. When you turn it on for anyone else, Lilo starts their hours from each location's opening hours, or brings back the hours they had before.

Choose their servicesCopy Anchor Link

1. Open their profile and select Services.
2. Under Assigned Services, check the services they do. Select all checks every service in a category.
3. Select Save Changes. You'll see Services updated.

Contractors and booth renters also have Pricing & Custom Services here, with their own prices for your services. Your services as a provider explains how their prices work.

The other sectionsCopy Anchor Link

• Role & Work: their Role, Employment Type and Compensation. To change their role, see Team roles and permissions. Change Type changes how they're employed. Compensation holds their pay details, like an hourly rate, commission or booth rent. It's optional. Booth renters also have Booth Renter Settings, for how your front desk books them and how their clients pay.
• Schedule: their weekly hours, time blocks, one-day overrides and upcoming time off. For employees, it also sets whether they can change their own hours. Your availability, time off, and blocks explains how these work.
• Preferences: their Calendar color and which emails they get. Notifications for you and your team explains each email.
• Access: whether they can sign in, and their role once they do. You resend their invite, give them access or remove their sign-in here. Add and invite team members explains invites. The owner and admins also see their Permission Overrides here.
• Danger Zone: deactivate them, or reactivate someone who's inactive. See Remove a team member or leave a team.

How it worksCopy Anchor Link

• Services and Schedule only show for people who can be booked.
• An owner's Danger Zone shows only to another owner, and only owners can change an owner's role. On your own profile, Role & Work doesn't let you change your role.
• Location managers can change people who work at one of their locations. In Locations, they only see their own locations.
• Changes apply right away. Someone who's signed in may need to reload the page to see them.

Common questionsCopy Anchor Link

Why don't I see Services or Schedule?Copy Anchor Link

They only show for people who can be booked. Turn on Can be booked for services in Locations and select Save Changes.

Why can't I save their locations?Copy Anchor Link

Lilo shows the reason next to Save Changes:

• Pick at least one location for this provider. Someone who can be booked needs at least one location.
• A reporting manager is required when assigned to multiple locations. Choose a Manager under Reporting Manager.

I added a location. Why can't clients book them there?Copy Anchor Link

Check their hours there. If they already worked at another location, their days at the new one start off. Open Schedule and set their hours for that location.

Can I edit a team member in the Lilo app?Copy Anchor Link

No. In the app, a team member's profile shows their details, services and schedule. Make changes on the web.