Invite staff to log in
Here's how to invite your staff & employees to log in to your private Bookedin account. This is done by creating each person a User Login.
Note: people with a User Login don't appear in the calendar or on your public online booking page.
- Log in to your Bookedin business account (web, iPhone, Android)
- Go to Settings > User Logins
- Click Add New User Login
- Type in your team member's Name and Email Address
- Choose their Security Role: Viewer, Staff, Manager or Administrator. You can come back and change this at any time. Learn more about staff security roles.
- If you selected Viewer or Staff and your account has more than one calendar, you'll see an option called Calendar Access. This lets you control which calendars this person can see when they log in. Choose either All Calendars or Specific Calendars.
- If you selected Staff, you'll see the options to Change Hours and Access full client list
- If you selected Manager, you'll see the option to allow this person to export the client list.
- Hit Save. Now the system sends them an invite email where they can create their own password, log in and start using Bookedin!
If your staff are having any issues, check out this article for common fixes.
Note: The account "owner" is the person who originally set up the Bookedin account. Learn how to change your account owner.
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