Invite your team and choose their access
Send an invitation and select a role that matches the work the person needs to do.
Business owners and administrators with invitation access · 3 min read
Steps
- Open Settings, then Team, and choose Invite someone.
- Enter the person’s email and choose their Role. Read the role description before sending the invitation.
- Choose whether clients can book sessions with them.
- Share the invitation link if the email does not reach them. The invitation is for the email address you entered.
- Ask them to open the link and accept it using the intended account. Review their role in Team after they join.
Check it worked
The person appears in your team with the intended role and bookable setting.
Common questions
The invitation is no longer valid
It may have expired, been withdrawn, or already been accepted. Ask the owner or administrator to send a new invitation.
A person cannot open a client
Their role may limit them to assigned clients. Check the client’s care team and the person’s role rather than giving broader access automatically.
Open Team (sign-in required)