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Invite Member

Video Walkthrough

What This Page Solves

Invites staff into salon workspace with clear role and onboarding expectations.

Entry

  • Open this page from module navigation.
  • Module: new-salon

Screenshot 1: page overview

Before You Start

  • Confirm invitee identity and correct contact channel.
  • Decide role and permissions before sending invitation.
  • Prepare onboarding note for invite acceptance steps.

Steps

  1. Open invite form and enter member contact details.
  2. Select role/permission template and optional message.
  3. Send invite and track invitation status in pending list.
  4. Follow up until invite is accepted and member appears in roster.

Screenshot 2: key action area

Acceptance Checklist

  • Invitation is sent to correct person and channel.
  • Role permissions are assigned as intended.
  • Accepted invite results in visible member roster entry.

FAQ

Why does the update not show immediately?

Check cache/filters, then refresh the page and reopen related detail view.

Why are results different across staff accounts?

Compare salon scope, date filters, and role permissions before further troubleshooting.

Page Metadata

  • Module: new-salon
  • Route: InviteSalonMember
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