Open Settings, choose Team, then Add someone. Give their name and role, choose whether customers can book them, and invite them to sign in if they need the app. Every plan has unlimited team members.
Open Settings, then Team
Choose Add someone.
Add their name and role
The role is what they do, like Stylist or Gardener. Customers see it on your listing.
Choose if they take bookings
With Takes bookings on, customers can book them.
Invite them to sign in, if they need to
Switch on Invite them to sign in and add Their email. Pick What they can do. They get an email and join with a code. No password.
Choose Add to team
They can take bookings straight away.
Not everyone needs the app. A junior who's booked by the front desk can take bookings without signing in. Their row says Doesn't sign in. You can invite them later with Invite to sign in on their page.
- Takes bookings: customers can book them.
- Signs in: they use the app with their own login.
- Invited: they've been sent an invite and haven't joined yet.
- Needs 2-step: what they can do needs two-step verification, and they haven't set it up.
Choose their name in Team. You can change their Name, Role and Skills, which are used to match them to services. Switch On your listing off to hide them from your listing's team. Choose Save.
Open their page in Team
Choose Remove with their name, at the bottom.
Give their future bookings to someone else
Pick who takes each one under Give to, or Decide later.
Choose Remove from team
They stop signing in at once, on every device. Their name stays on everything they did.