Managing Team Members
The Team Members section is where you build and maintain your public-facing team directory. From the left sidebar it expands into three pages: Members, Categories, and Custom Fields.
Categories
Categories group your team members by specialty, department, or role. Setting them up before adding members makes organizing the directory much easier.
The Category List
The Categories page shows all your team categories as cards in a grid. Each card displays the category icon or image and its name. The sticky header includes a search bar and a New button.
Adding a Category
Click New to open the Add Category form, which has three sections:
Name & Icon
| Field | Notes |
|---|---|
| Category Name | Required. |
| Icon | Required. Choose from the icon library and set a color. A preview updates as you select. |
Feature Image Required. Click the dashed area or Select Image to choose a photo from your media library.
Custom Fields Optional. Attach one or more custom fields to this category. Every member assigned to this category will show those fields in their profile form. Drag the fields to set their display order.
Click Submit to save.
Editing or Deleting a Category
- Click the pencil icon on any category card to update its name, icon, image, or custom fields.
- Click the trash icon to delete it. A confirmation dialog appears first. Deleting a category does not delete the members assigned to it.
Custom Fields
Custom Fields let you capture structured information specific to a category — for example, a "Specialty" dropdown on a medical team category, or a "Certification" text field on a training staff category.
The Custom Fields List
The Custom Fields page lists all defined fields as cards showing the field title, type badge, whether it's marked Required, and how many options it has. The header includes a search bar and a New button.
Adding a Custom Field
Click New to open the Add Custom Field form.
Field Configuration
| Field | Notes |
|---|---|
| Title | Required. The label shown on the member's profile form. |
| Icon | Optional. A visual identifier for the field. |
| Field Type | Required. Choose from: Dropdown, Single Choice, Multiple Choice, or Dropdown Multiple Choice. |
| Placeholder | Optional. Hint text shown inside the field. |
| Required | Toggle on to make this field mandatory before a member profile can be saved. |
Options For all field types, add at least one option using the Add Option button. Each option has a label you can edit. Drag options to reorder them.
Click Submit to save. Once saved, the field can be assigned to one or more categories.
Editing or Deleting a Custom Field
- Click the pencil icon to update the title, type, options, or required setting.
- Click the trash icon to delete it. A confirmation dialog appears first.
Members
The Members List
Team members are displayed as cards in a column layout. Each card shows:
- A profile picture (or a person icon placeholder if none is set)
- Any category tags assigned to the member
- The member's name
- Edit and Delete action buttons
Searching and Filtering
Search bar Type to filter members by name or category name. Results update automatically. Click × to clear.
Category filter Click the Categories dropdown to filter by one or more categories at once. The search and category filter work together simultaneously.
Clear Filters When any filter is active, a Clear Filters button appears. Click it to reset everything.
Infinite scroll More members load automatically as you scroll down.
View Modes
List View (default) All members appear in a single list regardless of category.
Category View Members are grouped by category folder. Click a folder to browse only the members in that category. A search bar inside the folder filters within that category.
Reordering Members
Click Sort to enter drag-and-drop reorder mode. A drag handle appears on each card. Drag members into the order you want, then click Update Sort to save. Reordering works in both List View and Category View.
Adding a Member
Click New to open the full-screen Add Member form.
Main Information
| Field | Notes |
|---|---|
| Name | Required. Must be unique. |
| Category | Required. Assign to one or more categories. Click the gear icon to open the category manager without closing the form. |
| Position | Optional. Job title or role (e.g., "Senior Dentist", "Lead Trainer"). |
| Phone / Cellphone | Optional. Primary and secondary phone numbers. |
| Optional. Contact email address. | |
| Website | Optional. Personal or professional website URL. |
Address
Type an address and select from the autocomplete suggestions. Check Show Map to display an interactive map on this member's public profile page.
Photo Album
Add one or more photos to the member's gallery. Click Add Photo to select images from your media library. At least one photo is required. Drag thumbnails to reorder them. Click the × on any thumbnail to remove it.
Custom Fields
If the selected category has custom fields defined, they appear here automatically. Fields marked as required must be filled before the profile can be saved.
Profile Picture (Sidebar)
Required. Click Select Image to choose a photo from your media library. Choose Circle or Square to set how the photo is displayed on the public site.
Booking Button (Sidebar)
Toggle Booking Button on to display a booking link on this member's public profile. When enabled, a dropdown appears to link this profile to a specific user account in your system — this connects profile visits to appointment bookings for that staff member.
Social Media (Sidebar)
Add public links for any of the following platforms:
- YouTube
Bio & Content
Two columns of rich text content for the member's profile page:
| Field | Notes |
|---|---|
| Heading 1 / Heading 2 | Short headline text for each content column. |
| Text 1 / Text 2 | Full rich text biography sections. Support bold, italic, headings, bullet lists, and links. |
Click Submit to save the member. The button in the header is disabled until all required fields are filled.
Editing a Member
Click the pencil icon on any member card to open the edit form with all existing values pre-loaded. All fields are the same as when creating a member. Click Update to save your changes.
Deleting a Member
Click the trash icon on any member card. A confirmation dialog appears before anything is permanently removed.
Tips
- Set up categories and custom fields before adding members. Categories and their custom fields shape what appears in each member's profile form — it's much easier to build the structure first.
- The Photo Album is separate from the Profile Picture. The profile picture is the primary headshot shown in lists and cards. The album photos appear on the member's full detail page as a gallery — use them to show work samples, event photos, or additional portraits.
- Use the Booking Button to connect a public profile to your booking system. When a visitor clicks "Book" on a team member's page, it goes directly to booking with that staff member pre-selected.
- Use the Sort feature to control prominence. The order you set in the Sort mode is the order your website visitors see the team. Put your most senior or most-booked members at the top.
- Rich text in the bio sections supports full formatting. Use headings to break up long bios, bullet lists for credentials or specialties, and bold text to highlight key qualifications.