Employee List

1. View the employee table

When the page loads, you will see a table with the following columns:

Name – The employee's avatar, full name and email address.

Roles – Coloured chips showing all roles assigned to the employee (e.g. Instructor, Owner, Receptionist).

Phone number – The employee's phone number.

Employee group – Chips showing which employee groups the person belongs to (e.g. "Morning shift", "Trainers").

Actions – A three-dot menu (⋮) with options for that employee.

2. Filter by role

At the top of the card you will see a row of tabs, one for each role. Each tab shows the role name and a count of how many employees have that role. Click a tab to show only employees with that role. The All tab shows all employees regardless of role. Only roles that have at least one employee are shown as tabs. Available role tabs include: All, Owner, Box manager, Personal trainer, Instructor, Floor manager, Bookkeeper, Receptionist, Cleaning, Support and Member.

3. Search by name

Below the tabs you will find a search field. Start typing an employee's name or email. The table updates automatically as you type — no need to press Enter. To clear the search, delete the text in the field.

4. Filter by status

Next to the search field is a Status dropdown. Select one of three options:

All – All employees, regardless of whether they are active or inactive.

Active – Only employees who are currently active. This is the default.

Inactive – Only employees who have been deactivated.

5. Filter by employee group

Next to the status dropdown is an Employee groups dropdown. Click it and select one or more groups. The table will only show employees who belong to the selected group(s). To remove the filter, deselect all groups.

6. Sort the table

Click a column header (Name, Roles, Phone number, Employee group) to sort the table by that column. Click the same header again to toggle between ascending (A → Z) and descending (Z → A) order. A small arrow on the header indicates the current sort direction.

7. View an employee's profile

Click anywhere on an employee's row to open their details page. Alternatively, click the three-dot menu (⋮) on the right side of the row and select View.

8. Edit an employee

Click the three-dot menu (⋮) on the employee's row. Select Edit. You will be taken to the Edit employee screen where you can update their details.

9. Delete an employee

Deletion is handled through the bulk action toolbar (see step 10) or via the row action. A confirmation dialog will appear asking: "Are you sure you want to delete?" Click Delete to confirm, or close the dialog to cancel. Once the employee is deleted, they are removed and the list updates automatically.

10. Bulk actions

When one or more employees are selected, a toolbar appears above the table with the following actions:

Send – Sends a communication to the selected employees.

Download – Downloads information about the selected employees.

Print – Opens a print dialog for the selected employees.

Delete – Opens a confirmation dialog to delete all selected employees at once.

11. Create a new employee

Click the + New employee button in the top right corner of the page. You will be taken to the Create employee screen.

12. Change pagination settings

At the bottom of the table you will find pagination controls. Rows per page: Select how many employees are shown on one page (e.g. 5, 10, 25). Use the page arrows to move between pages. Toggle Compact to switch between a compact view (smaller rows) and a comfortable view (taller rows).

Write to us at support@bookingboard.io and we will help you.