Teams, Staff Lanes & Round-Robin

Inviting Team Members & Assigning Roles

The Lifetime Base license and Annual tiers include 10 internal staff seats. To add team members:

1. Navigate to Workspace > Team & Access.
2. Click Invite Member and enter their work email address.
3. Select their administrative role:
   • Workspace Admin: Manages domains, seats, and workspace billing.
   • Business Admin: Administers assigned business profiles, services, and policies.
   • Staff / Consultant: Views their assigned appointment lane, sets personal availability, and manages appointments.
4. Assign the user to one or more Business Profiles.

How Round-Robin Distribution Works

When publishing a service offered by multiple team members, choose your routing strategy:

• Equal Distribution: Automatically routes incoming bookings to whichever eligible staff member has had the fewest appointments that week.
• Priority / Weighting: Directs clients to senior consultants first; if their schedule is full or conflicts exist, automatically cascades down to the next priority tier.
• Client Choice: Allows the client to select their preferred practitioner on the booking form, or choose “Any Available Specialist”.

Out-of-Office Blocks & Vacation Overrides

When a staff member goes on leave:

• Add an Out-of-Office event directly in their connected Google or Outlook calendar, or schedule an override block inside the Stylacal team tab.
• Stylacal automatically suppresses their availability across all assigned Business Profiles, preventing clients from selecting those dates.