19. Adding Team Members

Use this guide to invite staff and assign the right access levels.

19.1 Before you begin

• Sign in with a practice-admin account.

19.2 Invite a team member

1. Open Team from the left sidebar under My Service Provider.
2. Select Add user.
3. Enter the team member details (name and email).
4. Choose their role:
5. Practice admin: full access to service provider settings.
6. Service provider: access to their own calendar and bookings.
7. Save the invitation.

19.3 Edit permissions

1. Select a team member from the list.
2. Update their role and permissions.
3. Save changes.

19.4 Tips

• Give admin access only to staff who manage settings and billing.
• Service providers can still be assigned to events and bookings.