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Save the team during initial setup

Save the team during initial setup

Step by step

  1. As owner open Team in initial setup. Check location and loaded professionals. At least one name is required; the plan limits additions. On team/catalog loading failure use Retry rather than treating the list as empty.
  2. Use Edit or Add professional and enter the correct name. Optional photo: JPG, PNG or WebP up to 4 MB. Preview is not proof of upload. Remove prepares removal at save; inspect existing appointments before removing a loaded profile.
  3. When Services offered appears choose All services or Selected and at least one active service. Apply only closes selection; team save is still required. If no services exist and setup offers to configure them, save the allowed state, complete Services and return to assignment.
  4. Press Save team and continue and wait. Remaining on the step with pending-setup notice does not mean no profiles were saved; resolve the stated missing configuration. Check saved team and assignments in the dashboard afterward.
  5. If one row fails, others may already be saved. Inspect profiles before adding again. A saved profile with failed photo shows an error and stays on this step: retry the photo or reload and inspect the existing profile to continue without it. Hours and access are separate; team save does not send invitations.

Feature availability depends on your plan and permissions.

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