Invite staff

Each person on your team gets their own login. You send an invitation, and they set their own password.

• Owners and staff can invite people. Only an owner can invite another owner.
• Have each person’s email address ready. You can invite a groomer by phone number instead.

1. Click the gear icon at the top right to open Settings. On a phone, tap Menu at the bottom left instead.
2. Click Groomers, then Add Groomer.
3. Enter their First Name and Last Name.
4. Enter their Email, their Phone, or both.
5. Optional: set their Compensation Type and Tip (%). These are used for payroll.
6. Open the Work Hours tab and set the days and times they work.
7. Click Add Groomer.

They show as Invitation Pending until they accept.

If you only enter a phone number, the invitation goes by text message. Texts only work once Packyard has set up your business texting number.

A groomer added without a login, such as the one added during signup, shows No login in Settings → Groomers.

1. Open Settings and click Groomers.
2. Click Invite to log in next to their name.
3. Enter their Email, their Phone, or both.
4. Click Send invitation.

They show Login invite sent until they accept. They stay on the calendar with their appointments the whole time.

If you’re the owner and you groom too:

1. Open Settings and click Groomers.
2. Click Add myself as a groomer.
3. Set your Compensation Type and your Work Hours.
4. Click Add Groomer.

You stay an owner. You now also get your own column on the calendar.

1. Open Settings and click Staff.
2. Click Add Staff.
3. Enter their First Name, Last Name, and Email.
4. Choose a Role: Staff or Owner.
5. Click Add Staff. You’ll see Invitation sent to their email.

They get an email with the subject You’re invited to join [your business] on Packyard, or a text with a link. They click Accept Invitation & Set Password, choose a password, then sign in.

If they were invited by phone only, they also enter Your Email (used to log in). They sign in with that email.

The invitation expires after 7 days.

• Owner: everything, including billing, connecting Square or Stripe, locations, and the sales report.
• Staff: the whole calendar and all customers, and most settings. Staff can’t see billing, roles, or the sales and payroll reports.
• Groomer: only their own appointments. Groomers can’t take payment or change customer details. They can add pets, notes, and pet photos. In Settings they only see their profile, pet codes, and their own payroll.

See Change what someone can do for the full list.

• See a warning instead of “Invitation sent”? The invitation was saved, but the email or text didn’t go out. Click the resend icon next to their name to try again.
• Invitation didn’t arrive or expired? Click the resend icon next to their name. This sends a new link, and the old one stops working.
• To cancel an invitation, click the trash icon next to their name and choose Cancel Invitation. If they open the old link, they see This invitation was cancelled. Ask the business to send a new one.
• When someone leaves, click the trash icon and choose Remove. They can’t sign in anymore and come off the schedule, but their appointment history stays.
• Bringing someone back? Click Show Removed, then Reactivate. Or invite them again with the same email.
• Your Packyard subscription is based on your number of active groomers. See Your Packyard subscription.

• Change what someone can do
• Set your business hours
• First steps after signing up