Staff Management

Add a new staff member

Create a record for a new front-desk, purchasing, or admin staff member.

1. In the Staff Profiles card, click Add Staff Member (top-right, person-plus icon).
2. In the Add New Staff Member dialog, type the person's name in Full Name.
3. Click the Role dropdown and choose Front Desk, Purchasing, or Admin.
4. If the Hourly Rate field is shown, type their pay rate (for example, 25.50).
5. In Capabilities, type their skills separated by commas (for example, "check-in, billing, scheduling").
6. Click Save Staff Member. The dialog closes, a green "Success" toast confirms the save, and the new person appears in the table.

💡 Tip: The Role dropdown offers only Front Desk, Purchasing, and Admin — doctors and practitioners are managed on a separate page.

Edit a staff member's profile

Change someone's name, role, hourly rate, or capabilities.

1. Find the person's row in the Staff Profiles table, then click the three-dot menu (⋯) at the end of the row.
2. Choose Edit Profile (pencil icon).
3. Change any of the fields — Full Name, Role, Hourly Rate (if shown), or Capabilities.
4. Click Save Staff Member. A "Success" toast confirms the save and the table updates.

Update a capability list

Add or remove the skill tags shown on a staff member's row.

1. Open the person's row menu (⋯) and choose Edit Profile.
2. In the Capabilities box, edit the comma-separated list — add a skill by typing a comma and its name, or remove one by deleting it from the list.
3. Click Save Staff Member. The grey capability tags in that person's row update to match.

💡 Tip: Each comma-separated item becomes its own grey tag in the Capabilities column.

View and edit weekly availability

Set which days a staff member works and their start and end times.

1. Click the three-dot menu (⋯) on the person's row and choose View Availability (calendar-clock icon).
2. The Weekly Availability dialog opens, showing each day (Monday–Sunday) with its Start Time and End Time; non-working days show "N/A".
3. Click Edit Availability (bottom-right) to switch to edit mode.
4. Tick a day's Active checkbox to mark it as a working day (it fills in default hours of 09:00–17:00), or untick it to clear that day.
5. For each active day, adjust the Start Time and End Time time fields (greyed-out days are not active).
6. Click Save Changes. An "Availability Saved" toast confirms the update and the dialog returns to view mode.

💡 Tip: Time fields are disabled until you tick the day's Active checkbox. Click Cancel to discard changes.

Delete a staff member

Permanently remove a staff record.

1. Click the three-dot menu (⋯) on the person's row.
2. Choose Delete (red trash icon at the bottom of the menu).
3. In the "Are you absolutely sure?" confirmation box, click Continue to remove them (or Cancel to keep them).
4. A "Staff Member Deleted" toast confirms the removal and the row disappears from the table.

💡 Tip: Deleting is permanent — there is no undo. The confirmation box is your last chance to back out with Cancel.

Edit the scheduling rules

Adjust the clinic-wide values that feed the scheduling assistant.

1. In the right-hand Scheduling Rules card, review the current Minimum Staffing Level, Staff per Doctor Ratio, and Staff per Appointment Ratio.
2. Click Edit (top-right of the card, pencil icon).
3. In the Edit Scheduling Rules dialog, update any of the three number fields.
4. Click Save Rules. A "Success" toast confirms the update and the card shows the new numbers.

💡 Tip: These values feed the scheduling assistant used to generate work shifts. Click Cancel to discard changes.