Team management

Run your team without the runaround.

Keep team details, working hours and time-off requests in one place. Choose a role for each person and check the access their work needs.

2 people or 20Four built-in rolesFlexible team roles Studios & salonsField service

TEAM MANAGEMENT

Every team member, every detail, one place.

Add people with their contact details, job title, role and pay. See everyone's status, working hours and assigned work at a glance: whether that is two people or twenty.

TEAM DIRECTORY

Your whole team, including the people who are not on payroll.

Instructors, front desk, apprentices and the bookkeeper who only needs the books. Keep employees, contractors and external team members in one directory, with the access their work requires.

✓Contact details, job title and pay in one record
✓External team members alongside employees
✓Role and access visible with each person
Ridgeline Studio · team
6 people
Unlimited staff
Admin
Finance
Manager
Team Member
Bookings & calendar
✓
View
✓
Own
Customer records
✓
View
✓
View
Invoices & payments
✓
✓
✓
to
Team & pay rates
✓
to
Rota
to
The matrix shows example responsibilities. Before inviting Ava or Elena, check bookings, customer records, invoices and pay visibility in the configured role settings.
PERMISSIONS

The access each job needs.

Admin, Finance, Manager or Team Member: choose the role that fits the work. Review configured permissions when responsibilities change, especially bookings, customer records, invoices and pay visibility.

✓Admin, Finance, Manager, Team Member
✓Review pay visibility before inviting staff
✓Schedule access follows role settings
WORKING HOURS

Working hours that make the rota easier.

Set each person's days, hours, maximum weekly load and the services they teach. Check those details against the calendar and approved time off before offering a booking.

✓Per-person days and hours
✓Maximum weekly load beside the hours
✓Service specialties per person
Ava Nunes · senior instructor
24h max
78% booked
Working daysTue to Fri
Hours8:00a to 2:00p
TeachesIntro Flow, Lunch Express
Booked this week18.7 of 24 hours
Availability exampleTue to Fri mornings
Monday sits outside Ava's recorded Tue-to-Fri schedule. Check the calendar and time off before offering a class.
Check bookings before approval
Review the calendar and adjust affected bookings
AN
Ava Nunes
Aug 11 to Aug 15 · Vacation · 5 calendar days
Approve Decline
MH
Marcus Hale
Aug 2 · Sick · 1 day
Approved
Ava's allowance · 15 days6 used · 9 left
Classes affected Aug 11 to 157 sessions
Review affected bookingsBefore approval
TIME OFF

Time off, with the balance in view.

See the request dates beside the leave balance, then check affected bookings before approving. Ava's Aug 11 to 15 request spans five calendar days but uses four weekdays in this example.

✓Requests with dates and status
✓Leave allowance and remaining balance
✓Check affected bookings before approval
8 hrs

a week is what managers lose to coordinating schedules and chasing their team over text. One system replaces the group chat.

ONBOARDING TO PAYDAY

Bring the right people in, with a role that fits.

INTEGRATIONS

Connect with your favourite tools.

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FAQS

Frequently asked questions

Having any issues? Report them to our team.

Contact us
Is there a limit on team members?

Mako CRM includes unlimited staff accounts. Invite the people who work with your business and give each person an appropriate role.

How does pay tracking work?

Keep each person's pay structure with their recorded work and hours. Review hourly, per-booking, commission or salary earnings before preparing a payout.

Can I stop staff seeing each other's pay?

Access depends on configured role permissions. Review pay-rate and payroll visibility for Admin, Finance, Manager and Team Member roles before inviting staff.

Can external team members have limited access?

Choose an appropriate role for a bookkeeper, contractor or other external team member. Review the configured invoice, report and schedule access before inviting them.

What happens when I approve time off?

Approval is a good time to check the request dates, leave balance and calendar. Update or reassign affected bookings before confirming the time off.

What belongs in each team record?

Keep contact details, job title, role and pay together. Working hours, status and assigned work give the record its day-to-day context.

What does the CRM demo require?

The guided product demo requires a valid work email. No credit card or sales call is required.

How should I check working hours?

Compare recorded hours and service specialties with the calendar before offering work.

What should I check on a pending invitation?

Check the recipient, role, sent date and status. The example invitation runs for 14 days, from Jul 24 to Aug 7.

How is Ava’s leave balance worked out?

Ava has 15 days allowed, 6 used and 9 left. The four-weekday request would leave 5 days if approved.

Four roles, one directory

Start today.

Invite the people who work with your business, keep their hours current, and check time off and access before the next booking.