Show your people with Team Directory
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User guide

Show your people with Team Directory

Add team members with photos, roles and bios, and let customers tap through to each profile in your app.

8 steps

Step-by-step guide

Follow these steps, then download the PDF to keep.

Download PDF guide
  1. 1

    Choose Team Directory

    In Pages, tap Add Page or Function, search “team directory” and tap Team Directory.

    Module picker showing Team Directory
  2. 2

    Add your first person

    On the Members tab, tap Add your first team member.

    Empty Members tab
  3. 3

    Fill in their details

    Add a photo, name, role, department, email, phone and a short bio, then tap Save. Turn off Show in directory to hide someone without deleting them.

    Add team member form filled in for Helen Carter
  4. 4

    Build your team

    Repeat for everyone. Use the arrows to change the order, the pencil to edit and the bin to remove.

    Three team members listed
  5. 5

    Choose what's shown

    On Display, choose whether to show phone numbers and emails, and group people by department or role. Who's Working Now shows staff on shift when you also use Shift Scheduler.

    Display settings
  6. 6

    Name the page

    Tap Next, choose a page name and icon, then tap Create Page.

    Page Details with title and icon
  7. 7

    See it in your app

    Your team appears as cards with photo, role and contact links.

    Live team directory with three people
  8. 8

    Open a profile

    Tapping a card opens their full profile and bio. Tap the phone or email to get in touch.

    Tom Reid's profile

Edit people any time from Edit Page Content. Changes show in your app straight away.