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Timing
Timing
Getting started
2 min
4 steps

How a staff join link works

Adding a team member creates a personal join link. They open it, sign in, and get access to the reduced version of the app.

Where to start

Business page tab, Team

  1. Add the team member

    In the team card add a new employee. A phone or email is required: that is what identifies them when joining.

  2. Share the link

    After saving, a join link is shown. Send it to them over WhatsApp, SMS or email.

  3. They sign in

    They open the link, see who is inviting them and for which role, and sign in. Important: they must sign in with the same phone or email you entered.

  4. Check they are active

    Until they join their card is marked "Pending". Once they join it turns active, and you can set their working hours and assign them to services.


Tips from the field

From a pending card you can resend the invitation or revoke it.

The role sets a default permission set, and you can fine-tune it per person. Changing roles and permissions stays with the owner.

An employee will not appear to customers until they have working hours and are assigned to a service.

Common questions

They signed in with a different number or email than the one on the invitation. Revoke it, fix the details on their card, and send a new invitation.

An invitation is single-use and expires. If it was used, expired or revoked, send a new one from the card.

Professional allows up to 2 team members, Premium up to 5. The owner counts as one.


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