Adding Team Members

Adding Team Members to Your Account

Why Add Team Members?

Adding your team to your account means:

• • Each person can have their own calendar, login, and tasks.
  • You can share the work and stay more organised.
  • Everyone can see only what they need, no more confusion.

Before You Start

You need to have Admin access to your account to add team members.

If you don’t see the options below, please raise a ticket so we can enable it for you.

How to Add a Team Member

1. Log in to your dashboard.
2. From the left-hand menu, click “Settings“.
3. Click “My Staff“.
4. Click the “+ Add User” button (top right).

Fill in the Team Member’s Details

1. Enter their name and email address.
2. Choose their role:
   • Admin – Full access to everything.
   • User – Limited access (great for staff or assistants).
3. Choose what permissions they should have (you can tick or untick options like calendar access, contacts, etc.).

Set Up Their Calendar (Optional)

If this person needs their own booking calendar:

1. Go to Calendars in the main menu.
2. Create a new calendar or edit an existing one.
3. Assign the team member under “Team Members“.

Save and Done!

Click Save and the system will send them an email with their login details.

They can now log in and use their own account!

Quick Tips

• • You can add as many users as your plan allows.
  • If someone leaves your team, you can deactivate or delete their account at any time.
  • Keep roles simple: give Admin access only to people who need full control.