Team Accounts
Give each team member their own login that shows only their own appointments
Open Team in the sidebar:
Give each team member their own login. They will only see their own appointments, not your revenue and not your settings.
This replaces the habit of sharing one password with the whole venue. Everyone signs in as themselves, so the Activity log (Chapter 23) can say who did what.
21.1 Adding a team member
Section titled “21.1 Adding a team member”Press “Add team member” and fill in three fields:
| Field | What it does |
|---|---|
| Name | Shown in the panel and in the Activity log. |
| Works as | “Decides which appointments they see: exactly the ones for this entry.” Pick the therapist, stylist, or space this person is. |
| Password | At least 8 characters. Give it to them personally, not in a group chat. |
Press Save. The new account appears under Accounts and can sign in immediately at the same address as you.
21.2 What a team member sees, and what they do not
Section titled “21.2 What a team member sees, and what they do not”| They can use | They cannot open |
|---|---|
| Dashboard, Calendar, Bookings | Statistics (your revenue) |
| Waiting list | Customers (your whole guest list) |
| Link & QR code | Availability, Spaces, Treatments |
| Notifications for their own device (Chapter 20) | Settings, Design, Texts |
| Their own password | Team, Activity log, Trash |
The sidebar simply does not show the other entries, so nothing looks broken. A small “Team member” badge under the logo tells them why they see less than the owner does.
21.3 Editing, pausing, and removing an account
Section titled “21.3 Editing, pausing, and removing an account”Each account in the list has these buttons:
| Button | What happens |
|---|---|
| Edit | Change the name or who they work as. Leave the password field empty to keep the current password. |
| Deactivate | The login stops working immediately, everything else stays. The account is marked “deactivated”. |
| Activate | Switches a deactivated account back on. |
| Delete | Removes the account for good. You are asked: “Really delete the account for [name]? Their appointments are kept.” |

