Your team keeps their own details up to date.

Coco Staff Portal

A private portal for each team member: hours, services, prices, profile and invoices. Your calendars and website stay in sync.

Coco Staff Portal gives each person on your team their own page. They keep their weekly hours, services, prices and profile up to date. What they save is what your calendars and your website show, so you stop retyping it.

What your people do there

• Hours: saving their week updates their availability on your calendars.
• Services and prices: which of your services they offer, and their prices when you allow it.
• Profile: photo, a few lines about them, their languages.
• Travel distance, for businesses that go to clients. Their home address is never shown.
• Their reviews, contract dates, invoices and receipts, when you turn those on.

Each person sees and changes only their own record.

What you decide

• Which pages the portal shows.
• Who gets what: portal access, invoices and receipts, for everyone or one person at a time.
• Invoices for your team: optional. Each person gets an invoice for their own visits, as a PDF by e-mail. Tips go to the right person.
• Receipts for insurance: optional, and off until you turn them on.
• Someone who leaves the team loses access at once.

On your website

Team grid, team member page, team member card and reviews of one person. They update when someone saves their profile.

Works with Coco Staff Onboarding (free): a new hire sets up their own hours, services and prices as they join.

Getting started guide

Free

Coco Staff Onboarding

Free. Hire in one flow: careers page, apply form, interview, your yes or no, then a login and setup for the new team member.

Coco Staff Onboarding takes a person from "I would like to work with you" to a working team member, without a spreadsheet. It is free: no plan, no trial, no card.

The steps

• A careers page and an apply form for your website, in your brand. Applicants can attach a CV.
• An interview by chat on the applicant's own page, with your questions in your order.
• Your yes or no on the hire card, or by conditions you write. Nobody joins without your yes unless you turn on automatic yes.
• A contract to sign and a first meeting to book, if you use those steps.
• A login is created, then a setup form for their services, weekly hours, locations and prices.
• A hiring board in your CRM shows every applicant, from applied to joined.

Workflows

One trigger for every hiring moment (applied, decision made, first step scheduled, agreement due, added to the team) and one action for every hiring job.

Works with

Coco Staff Portal: the new team member keeps their hours, services and prices up to date. Coco Staff Voice: the interview can happen by phone.

Costs to know: the app is free. Interview chat answers and messages go through your CRM, which bills them at its usual rates.

Getting started guide

Needs Coco Staff Onboarding (free)

Coco Staff Voice

Phone agent for your team: interviews from your script, plus schedules, time off and cover. Needs Coco Staff Onboarding (free).

Two calls take your time every week: the interview with a promising applicant, and the team member who cannot make this afternoon. Coco Staff Voice is a phone agent that handles both, with your questions and your rules.

Requires Coco Staff Onboarding (free), installed first. It also uses your CRM's own voice AI and one of your phone numbers.

For hiring

• Takes the interview when the applicant calls, or when your workflow places the call at the time you set.
• Asks your questions in your order and saves each answer on the applicant's record.
• Applies your yes and no rules. When they do not decide, the decision stays with you.
• Texts the interview link, and sends it again (twice at most) after a missed call.
• After your yes, can finish the joining by phone.

For your team

• Recognises team members by their own phone number.
• Reads back their schedule.
• Books time off and says which visits are already booked in that time.
• Finds cover: looks for who else is free and only moves a visit when the client says yes.
• Updates their own details.
• Asks for a 6-digit code, sent to their own phone, before anything that touches money or another person's calendar.

Works with Coco Staff Portal: you can switch voice off for one person.

Costs to know: your CRM bills call minutes and texts at its usual rates.

Getting started guide