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Professional form: field by field

Updated on Wednesday 09 September 2026

Exhaustive reference for every field in the team member / professional form.

A reference for every field under Team → New or Team → Edit (/admin/<slug>/team_members/new or /admin/<slug>/team_members/:id/edit).

Only Owner and Admin can open this screen. The Manager and Professional roles don’t see it.

Identity

Field Type Required Description
Profile photo Upload PNG / JPG / WEBP / GIF No Up to 8 MB. Cropped to a circle. Shows in the calendar, on your public page, and in emails. Depending on your account, you may also be able to search an image gallery instead of uploading a file.
Display name Text Yes How the person appears to clients. E.g. “María B.” or “María Benítez”.
Role Text No Their speciality. E.g. “Stylist”, “Colourist”. Appears under the name on the public page.
Bio Textarea No 2-3 sentences shown next to the professional on the public page.
Default commission (%) Number, 0 to 100 No The percentage this person earns on each service they perform. Blank = the business default is used. Doesn’t affect already-completed bookings.
Colour 12-colour picker No The colour that identifies their bookings and blocks in the calendar.

Available colour palette

1. #EF4444  (red)      5. #84CC16 (lime)      9. #3B82F6 (blue)
2. #F97316  (orange)   6. #22C55E (green)    10. #8B5CF6 (violet)
3. #F59E0B  (amber)    7. #14B8A6 (teal)     11. #EC4899 (pink)
4. #EAB308  (yellow)   8. #06B6D4 (cyan)     12. #64748B (slate)

If a colour is already taken by another professional, the picker tells you who has it — but you can still use it.

Contact

Field Type Required Description
Email Email No Only needed if you want this person to sign in to Citauno. Leave it blank and the record still works: you manage their schedule.
Phone Phone with country code No Internal only. It doesn’t appear on the public page.

The email field is locked (grey, not editable) once it’s tied to a linked account or a pending invitation — changing it would orphan the invitation link or the account. To free it up, revoke the invitation or unlink the account first.

App access (dynamic section)

This section only appears on saved records, and changes with the state:

State What you see
No account, never invited Explanatory text plus a “Save and send invitation” button. With the email blank, it tells you to fill it in first.
Pending invitation “Pending invitation to email. Expires date”, plus two buttons below the form: one to resend the invitation and one to revoke it.
Linked account “✓ Name can already sign in”, plus an “Unlink access” button below the form.

Unlinking the account also deactivates their Professional access in this business and revokes this record’s pending invitations. The booking history is preserved.

Assigned location

Field Type Required Description
Assigned location Searchable selector The form doesn’t enforce it, but in practice yes The location where they work. New records come with the business’s first location pre-selected.

Each record holds exactly one location: picking another replaces the previous one. With no assigned location the person doesn’t appear in the booking flow, and the services section tells you to pick one first.

Services performed

A toggle with two modes:

Mode Behaviour
Can perform all services (default) They perform any active service in the business.
Off The services appear as chips. Tap the ones they perform.

Switching the toggle back on clears the specific selection.

Checkboxes

Checkbox Default What it does
Active Ticked Untick it and the person disappears from the calendar, the listings, and new bookings. They only occupy a plan seat while active.
Accept bookings Ticked Untick it and clients can’t pick them from the public link; the team can still enter bookings for them by hand.
Email calendar invites Ticked Emails them a calendar event every time one of their bookings is scheduled, rescheduled, or cancelled. The booking still shows in their Citauno calendar either way.

Member schedule

There is no “inherit the location’s hours” toggle: every record has its own weekly grid, always. When the record is created it comes pre-filled with Monday to Saturday, 09:00 to 20:00, Sunday closed.

For each day, Monday through Sunday:

  • A Closed checkbox.
  • Opening and closing time in HH:MM format.
  • Breaks: add as many as you need (lunch, a snack).
  • A 📍 reference showing the assigned location’s hours that day.
  • The message “Exceeds location hours” when the member’s window is wider than the location’s. It’s a warning: you can save anyway, and the system clips to the location’s hours when offering slots.

Two shortcuts:

  • Copy from location (top right): copies the location’s hours and breaks onto all seven days at once. It’s a one-time copy, not a permanent link.
  • Copy (on each day): opens a panel to replicate that day — hours and breaks — onto the days you tick.

See Exceptional working hours per professional for how this combines with the location’s hours.

Blocks

The edit form doesn’t list blocks: it has a “View blocks →” link that takes you to the person’s record, Blocks tab, where you see their upcoming blocks and can create a new one.

The professional’s record

Tapping someone in the Team list opens their record, with four tabs:

Tab What it shows
Summary Contact, locations, working hours, services, and bio.
Bookings Their recent bookings.
Blocks Their blocks that haven’t ended yet.
Performance Total bookings, revenue this month, commission this month, busiest weekday, and utilisation over recent weeks.

Validations

Validation When it fires
Display name required If you leave it blank.
Email format If you enter something that doesn’t look like an email. Blank is allowed.
Email locked If you try to change an email already tied to an invitation or an account.
Colour format The colour has to be a 6-digit hex value.
Commission between 0 and 100 Outside that range it won’t save.
Photo: type and size PNG, JPG, WEBP, or GIF only, and under 8 MB.
Seats available Creating (or reactivating) an active professional with no free seats sends you to buy one: “You have no available seats”.

Pre-filled on create

Field Default value
Photo Empty (initials placeholder)
Commission The business default commission
Colour The first palette colour no other professional is using
Location The business’s first location
Services “Can perform all services”
Schedule Monday to Saturday 09:00 – 20:00, Sunday closed
Active Yes
Accept bookings Yes
Email calendar invites Yes

Common problems

Message or symptom Cause
“You have no available seats” You’ve hit your plan’s seat limit. Add a seat or deactivate another professional.
The email is greyed out and I can’t edit it It’s tied to a linked account or a pending invitation. Unlink or revoke first.
No services show up to tick The assigned location is missing, or that location has no services available.
I saved and the person doesn’t appear on the public link Check Accept bookings, Active, the assigned location, and that their schedule has open days.
I deleted a professional and they’re still listed The delete button deactivates them: they become “Inactive” and keep their history.