Team Invitations

Team Invitations

Build your team by inviting members to join your organization. Each member gets their own account with role-based access.

Sending Invitations

To invite a new team member:

1. Go to Settings → Team
2. Click "Invite Member"
3. Enter their email address
4. Select their role
5. Assign venues (optional)
6. Send the invitation

Invitation Details

Email Address

The email where the invitation will be sent. The invitee will use this email to create their EasyBook account.

Role Selection

Choose the appropriate role for the team member:

• Admin: Full access except owner-only features
• Venue Manager: Manages assigned venues
• Professional: Service provider with own calendar
• Receptionist: Booking and client management
• Staff: Basic operational access

Venue Assignment

Assign the member to specific venues. This determines:

• Which calendars they can view
• Where they can create appointments
• Which clients they can access

Invitation Lifecycle

Pending Invitations

View all pending invitations at Settings → Invitations. You can:

• Resend the invitation email
• Cancel pending invitations
• See when the invitation was sent

Expiration

Invitations expire after 7 days. After expiration:

• The invitation link no longer works
• You'll need to send a new invitation
• Expired invitations are automatically removed

Accepting Invitations

When someone receives an invitation:

1. They click the link in the email
2. Create an account (or sign in if they have one)
3. Automatically join your organization
4. Get assigned the specified role and venues

Managing Team Members

After team members join, you can:

• Change their role
• Update venue assignments
• Modify their service assignments
• Remove them from the organization