Invite your team
Invite everyone who needs the dashboard - bookable practitioners who take appointments, and non-bookable ops staff such as front desk, management, and support.
Send an invite
- Go to Settings and open Staff.
- Send an invite by email with the right role - admin, therapist or instructor, front desk, or management.
- The teammate accepts the invite and sets a password (or signs in with Google).
Bookable vs ops staff
Each staff profile has a Bookable for appointments setting:
- Bookable (billable) - therapists, instructors, and other providers who appear on the schedule, class rosters, and online booking. These profiles count toward your plan's staff seats.
- Non-bookable (not billable) - front desk, ops, and management who need dashboard access but should not be assigned to appointments or classes. They do not use a paid seat and never appear as bookable on the calendar.
Turn bookable off when you invite ops-only teammates so seat limits only apply to people who take bookings. Learn more on the staff feature page.
Roles and permissions
Role-based permissions control access to settings, payments, and customer data. Bookable vs ops is separate from role - a front-desk login can be non-bookable while an admin who also treats clients stays bookable. Deactivate a staff member to remove access without losing their booking history.
Provider details
For bookable practitioners, add health provider numbers and billing identifiers where your invoices and reports need them.
Multiple workspaces
If you operate more than one business, one login can belong to several workspaces. Each workspace keeps its own staff, billing, and data, and you switch between them from the top bar.