By the end, each person on your team has their own sign-in, services and hours, and clients can book them.
Your team list shows who works with you and how many seats are in use.
In a wide window, select Team members in the sidebar. On a phone or a narrow window, open Account first.
The line beside the buttons counts active people and pending invitations against your seats.
Select Add team member.
Done when: the New team member form opens.
Illustrative demo data: Studio Lumière is a sample business.
Their e-mail address is how they sign in.
Under Access, choose Staff for their own appointments and clients, or Front desk for everyone’s.
Fill in Team member name and Team member email.
Add a description and a photo if you like.
Done when: the name and the e-mail address are filled in.
Clients can book a person only for the services that person offers.
Open the Services tab and select Add services.
You can also add people from each service’s own page.
Done when: the Services tab counts their services.
A team member works your business hours unless you give them their own.
Open the Working hours tab: it reads Using business hours.
Turn on Has specific working hours and set their days. Their hours must stay within your business hours.
Select Copy Monday to all open days to repeat their first open day on their other open days.
Done when: each of their working days shows its hours.
Saving adds the person and sends them an e-mail.
Select Add team member at the bottom of the form.
A new address gets an e-mail to set a password and joins at first sign-in. An address that already has a SkedEz account gets an invitation to accept within 30 days: Accept is in the business switcher at the bottom of the sidebar, or under Account on a phone.
Done when: they appear in your list, or under Pending invitations.
Heads-up
A person’s own page holds what they are allowed to do.
Open the person from the list, then the Role and permissions tab.
Choose Staff, Front desk or Custom, or make them Admin: an admin runs the team, services, settings and billing.
Select Save access, then Change access to confirm.
Only the owner can transfer ownership, and no one can deactivate or remove the owner.
Done when: their page shows the new access.
Either one frees a seat; removing also decides what happens to their appointments.
In the list, open the person’s … menu. Deactivate hides them from booking and keeps their services.
Or select Remove from team, then Keep the appointments, Move them to another team member or Cancel the appointments for their upcoming appointments. With the last, their clients are told.
Done when: the seat line shows one seat fewer in use.
| What you see | Likely cause | What to do |
|---|---|---|
| Add team member cannot be selected. | Every seat is in use, or your plan has no team seats. | Deactivate or remove someone, or select Choose Teams. |
| Clients cannot book a new team member. | The person is inactive, offers no service, or has not accepted the invitation yet. | Turn them active, add their services and remind them to accept. |
| The invitation never arrived. | It went to another address, or it expired. | Check the address under Pending invitations, then select Resend invitation in the … menu. |
Add team member cannot be selected.
Clients cannot book a new team member.
The invitation never arrived.
Found a mistake? Report an error
Yes. Seats count you, every active person and every pending invitation.
Front desk and Admin see every appointment, and a Custom set of permissions can include it. Staff see their own appointments and clients.
They stay in the calendar, and clients can no longer book that person. Remove the person instead to move or cancel their upcoming appointments.
Create your account, then choose Teams when you are ready to add people.
