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 manage booking users 👇🏻
[Demo video link]
User Management
Adding New Users
Creating new user accounts involves several important steps to ensure proper setup and security.
Initial Setup
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
Proceed with group assignment
Send access invitation
User Verification
The platform maintains security through a verification process:
New Users
Receive email invitation
Create platform password
Verify email address
Accept business invitation
Existing Users
Receive access invitation
Review business details
Accept or decline invitation
Gain immediate access upon acceptance
Account Management
User Information
Maintain accurate user records by managing:
Basic Details
Name information
Contact details
Group assignment
Account status
The system maintains a history of:
Account creation date
Last login information
Permission changes
Status updates
Access Control
Manage user access effectively through:
Status Management
Active accounts
Pending invitations
Suspended access
Terminated accounts
The platform helps track:
Login attempts
Session activity
Permission usage
Security events
Frequently Asked Questions
Frequently Asked Questions
Account Creation
Q: What happens after I invite a new user?
A: The invitation process includes:
Automated email delivery
User account creation
Verification requirements
Accepting invitation
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: When a team member leaves:
Remove platform access immediately
Document account closure
Reassign responsibilities
Archive user data Maintain records of all access changes.
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
User switches between businesses
Q: How do I update user permissions?
A: To modify user access:
Change user group assignment
Confirm permission changes
Notify user of updates
Monitor new access level
Security
Q: How do I maintain user security?
A: Implement these practices:
Regular access reviews
Prompt permission updates
Strong password requirements
Activity monitoring
Q: What security features are available?
A: The platform provides:
Login attempt monitoring
Session management
Activity logging
Security alerts
Troubleshooting
Q: Why isn't a user receiving their invitation?
A: Check these elements:
Email address accuracy
Spam folder delivery
System notifications
User's email filters
Q: How do I handle locked accounts?
A: For locked accounts:
Verify user identity
Check security alerts
Reset access if needed
Update security settings
Multiple Locations
Q: Can users access multiple locations?
A: Yes, users can:
Access assigned locations
Switch between businesses
Maintain separate permissions
Use single login credentials
Q: How do I manage multi-location users?
A: For users across locations:
Assign appropriate permissions
Track location access
Monitor usage patterns
Maintain clear documentation