Skip to main content
Invite your team so they can log in and manage their schedule, customers, and appointments.

​
Sending an invitation

1

Go to Members settings

Navigate to Settings > Members.
2

Click Invite

Click the Invite button.
3

Enter their details

  • Email address — the person’s email
  • Role — select the role to assign (Admin, Manager, Employee, or Customer)
4

Send

The person receives an email invitation with a link to join your organization.

​
What happens next

  1. The invited person receives an email with a join link
  2. They click the link, create an account (or sign in if they already have one), and accept the invitation
  3. They appear in your team member list with their assigned role
  4. You can then link them to an employee record so their appointments are tracked

​
Managing invitations

Pending invitations are visible in the Members settings. Invitations expire if not accepted within the configured time period. You can also:
  • Cancel a pending invitation
  • Change a member’s role after they’ve joined
  • Link a member to an employee record
  • Remove a member from the organization
If an invitation was not received, cancel it and send a new invitation. These member actions, including employee linking and unlinking, are also available under Settings > Organization settings > Members in the mobile app when your role permits them.
The Owner role cannot be reassigned. If you need to transfer ownership, contact support.