Booking Users are your team members who need access to the platform to manage bookings, activities, and other business operations. Proper user management ensures secure and efficient platform access while maintaining operational control.
Watch our quick tutorial to learn how to invite your team to provide access to the booking platform 👇🏻
User Management
Booking Users can be accessed by navigating to Settings > People > Booking Users.
Adding New Users
You can invite users by navigating to Settings > Booking Users > Click on Invite New User in the top right corner.
Fill in the required information in the user invite dialog box.
Enter user's email address
Provide first and last name
Assign appropriate user group
Send platform invitation
The system first checks if the email address already has an account. If found:
Existing name details auto-populate. Verify information accuracy to avoid issues at this stage
Select the desired User Group
Send access invitation
User action after invitation is sent
The user needs to accept the invite in order to gain access to the business on the Booking Platform. The process is slightly different for new users and existing users.
New Users
Receives email invitation
Create platform password
Accept business invitation
Existing Users
Receives access invitation
Review business details
Accept or decline invitation
Gain immediate access upon acceptance
Note that a user could be added to multiple businesses.
Account Management
You can remove user or update their role by navigating to Settings > Booking Users > Click on 3-dots in Actions column > Delete or Edit based on the desired action.
The user table also displays the invitation status. Accounts with pending acceptance shows Invitation Pending status. Note that user that rejects the invitation is removed from the booking users list.
Frequently Asked Questions
Frequently Asked Questions
Account Creation
Q: What happens after I invite a new user?
A: The invited user receives an invitation email and needs to accept it to join your business.
Q: Can I invite users before business verification?
A: No, your business must complete verification before adding users because:
This ensures platform security
Maintains business integrity
Protects customer data
Follows compliance requirements
User Access
Q: How do I handle user departures?
A: You can remove a user from your business by navigating to Settings > Booking Users > Click on 3-dots in Actions column > Delete.
Q: What if a user forgets their password?
A: Users can reset passwords by:
Using the forgot password link
Verifying email address
Setting new password
Regaining account access
The process maintains security while providing quick recovery.
Permission Management
Q: Can users have different permissions in multiple businesses?
A: Yes, if a user works with multiple businesses:
Each business assigns appropriate permissions
Permissions remain separate
Access stays business-specific
Q: How do I update user permissions?
A: You can update user permissions by update their assigned user group. This can be done by navigating to Settings > Booking Users > Click on 3-dots in Actions column > Edit.
Security
Q: What security features are available?
A: You can enable two-factor authentication to secure your account. The two-factor authentication works with SMS based one-time password verification.
Troubleshooting
Q: Why isn't a user receiving their invitation?
A: Check these elements:
Email address accuracy
Spam folder delivery
User's email filters
Q: I invited a user however, they are no longer in the user list.
A: The user is removed from the list if they decline the invite. If the invite was accidentally declined, send a new one.