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Invite your team and set roles

Give people their own login and choose what they can see and do.

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The three roles

Owner
Everything, including billing. There is one owner per business.
Admin
Everything except billing, including managing the team.
Staff
Calendar, appointments, customers, waiting list and the till. No reports, refunds, deletes or settings.

Invite someone

  1. Step 1: Open Team and click Invite someone.
  2. Step 2: Enter their Email address and choose Admin or Staff.
  3. Step 3: If they take appointments, choose their profile under Link to a staff profile so their login opens their own calendar.
  4. Step 4: Click Send invitation. They get an email with a link to set a password and join.

Good to know: Invitations last 7 days. If it expires, click Send new link next to it. Each email address can only belong to one Bookwick business.

Change a role or remove someone

  • Change the Role next to their name and confirm. They are asked to sign in again.
  • Click the bin icon to remove them. They are signed out straight away, but their appointments and history are kept.

Staff profiles versus team logins

A staff profile (on the Staff page) is someone customers can book. A team login (this page) is someone who can sign in to the dashboard. A receptionist may have a login but no staff profile; a part-timer may have a profile but no login.