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Put a human face on your estimator. When families open your estimator, they can see your team — a small but meaningful touch that builds trust before they’ve even spoken to you. It reminds them that real people are behind the service, ready to help. To manage your staff profiles, go to Staff Profiles in the main navigation.

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Adding a team member

1

Click 'Add Staff Member'

You’ll find this button at the top of the Staff Profiles page.
2

Fill in their details

Enter the team member’s name and title or role. Keep titles clear and recognisable — for example, “Funeral Director”, “Celebrant”, “Client Services Manager”, or “Administrator”.
3

Upload a photo

Click the photo upload area and choose a headshot from your computer. See the photo guidelines below for what works best.
4

Set their status

The Active/Inactive toggle controls whether this person appears in the estimator. Set to Active if they’re currently taking enquiries, or Inactive if they’re on leave or no longer with the team.
5

Save

Click Save to add them to your team.

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Photo guidelines

Staff photos are displayed as circles in the estimator, so they work best when:
  • Cropped to a square before uploading — the system will centre-crop if needed, but a square image gives you more control over what’s shown
  • Head and shoulders framing — faces need to be clearly visible, especially on smaller mobile screens
  • File size under 2MB — larger files take longer to load and may affect the estimator’s speed
  • JPG or PNG format — both work well; avoid GIFs or WebP files
Warm, genuine photos make a bigger difference than you might expect. Families are in a vulnerable moment — seeing a real, approachable face helps them feel like they’re in good hands. You don’t need a professional photographer, but good natural light and a friendly expression go a long way.

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How staff appear in the estimator

Your team is shown on the greeting screen — the first screen families see when they open the estimator. Depending on your greeting display setting, families will see either:
  • A single featured director with a personal welcome message
  • A row of your team, giving families a sense of the people behind the service
You can control this under Estimator → Text & Wording in the greeting display options.

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Greeting display options

Choose how your team is presented: Featured director — A single team member is shown prominently with their name, title, and photo. Use the reordering feature (below) to set who appears here — it’s always the first person in your list. Full team row — All active team members are shown in a horizontal row. Works well for smaller teams of two to four people.

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Reordering your team

Drag team members up or down in the list to change the order they appear in the estimator. The person at the top of the list is the default featured director.

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Per-branch staff

If you have multiple locations, you can assign staff members to specific branches. Families using the estimator for a particular branch will see only the staff assigned there. To assign a staff member to a branch, open their profile and select the relevant branch from the Branch dropdown. A team member can be assigned to multiple branches, or left unassigned to appear across all locations.
Per-branch staff assignment is only relevant if you have more than one location set up. If you operate from a single location, you can leave this unset — all active staff will appear in the estimator.

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Staff notification emails

Each team member can have their own notification email address. When a family submits an enquiry through the estimator and that staff member was featured on the greeting screen, the lead notification goes directly to them rather than just the general inbox. To set a notification email, open the team member’s profile and enter their address in the Notification Email field.
You don’t have to use a staff member’s personal email here — it can be a shared inbox or a role-based address like enquiries@yourfuneralhome.co.nz. The important thing is that someone sees and acts on it promptly.