ElliboHelp Centre

Staff and hours

Add the people who take bookings and set when each one can be booked.

Add staff

Go to Staff and click + New staff member. Enter a name, an email or phone, a job title and their hours. For a new person, tick the appointment types they take.

Sign-in links the person to someone in your business. Leave it on Doesn't sign in if they don't need Ellibo.

Doesn't sign inSigns in
Takes bookingsYesYes
Emails about their bookingsYes, if they have an emailYes, plus the bell in the app
Sets their own hoursNo, an Admin doesYes, under My hours
Connects Google or OutlookNoYes, under My settings

So someone who needs a two-way calendar, or Meet and Teams links made for their bookings, needs a sign-in. A sign-in costs nothing extra.

What you pay for

You pay for each active staff member. The Free plan has 1. If a paid plan is full, you are asked to add staff under Plan & Billing first.

Use the switch on Staff to stop someone taking bookings. Their upcoming bookings stay as they are, but no new ones come, and they no longer count.

Schedules

A schedule is a set of working hours. Go to Schedules, set the days and times, and save. Click + Add on a day for a second block, such as after lunch.

On Standard and up, click + New schedule to make more, such as "Mornings" or "Weekends", and give each person the one they need. Free has one schedule.

A person's hours come from their schedule. An appointment type can use its own schedule instead, under Hours on the type.

The first schedule can't be deleted. A schedule still used by someone can't be deleted until you give them another.

Days off and special hours

On the same page, under Days off and special hours, choose the person and the dates.

  • Day off - on all plans
  • Special hours - different hours on a date, on Standard and up

To close for everyone, use Settings > Holidays. You can apply it to one workspace if you have several.

What else blocks a time

A person isn't offered at a time when they have another booking, a class they lead, or a busy time in their connected calendar.

If they sign in with the same account, these also block their time by themselves:

  • Leave in Field Service or HR
  • Their timed meetings in CRM

Staff change their own hours

Someone with the Staff role sees My hours instead of Schedules. They can add their own days off. They can change their hours only if nobody else uses that schedule. If it's shared, an Admin needs to change it.

Each person's own page

Own page on the Staff list opens a booking page showing only what that person takes, and all bookings go to them. Find the link to share under Share & embed.

Still need help?Write to us and we'll walk you through it.
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