Questions about your team

How many people can I add?

As many as your plan allows. Active and invited people each take a seat; disabled people do not. When your plan has a limit, the Team tab shows for example 4 of 5 seats used. When it is full, inviting or enabling someone shows Your … plan allows … users. Upgrade the plan in Settings → Plan and billing to add more. Free a seat by disabling someone who left or cancelling an old invitation, or upgrade in Settings → Plan and billing: Plan limits and how usage is counted.

Should I disable or delete someone who left?

Disable them. A person who has joined cannot be deleted, so that bookings, payments and the audit log keep their name. Disable signs them out everywhere at once, blocks sign-in and frees their seat. Only an invitation that nobody accepted can be removed, with Cancel invitation. See Change, disable or remove a team member.

The person did not get the invitation. What do I do?

Open their row menu and choose Send the invitation again. The window shows the link with Copy, so you can also send it by WhatsApp, and says what happened to the email. When your agency's email is not connected, the system's own email sends it if it can, and the window says so. If it says Email is not connected, so nothing was sent. or The email to … could not be sent., connect email in Settings → Connections. You can check what was sent in Settings → Data and logs → Message log.

The invitation has expired. What now?

An invitation link works for 7 days. After that the person sees This invitation has expired. Choose Send the invitation again in their row menu: they get a new 7-day link, and the old one stops working.

How do I change the owner of the agency?

Only an owner can do it, and the agency can have more than one owner.

1. The current owner opens the new person's row menu, chooses Edit, sets Role to Owner and presses Save.
2. If the old owner should step down, the new owner changes the old owner's role the same way. Nobody can change their own role.

The agency must always keep at least one active owner, so the last owner cannot be disabled or moved to another role: The agency needs at least one active owner.

Someone sees too much or too little. Why?

Check three things, in this order:

1. Their role. Open Roles and permissions, use Compare to show their role, and look at the switches. The same switches apply to everyone with that role: Roles and permissions explained.
2. Their branch. Without See and work in every branch, they see only their own branch's work. Such a person needs a branch; without one they see no branch's work at all: Branches and who sees what.
3. Their page. Changes apply the next time their page loads. Ask them to reload it.

Why does it say "Someone already uses this email"?

Each email can belong to one account only, in your agency or in any other agency on the system. Check the Everyone list in case the person is already there, perhaps disabled. Otherwise invite them with another email. You see the same message when an owner changes someone's Sign-in email to an email another account uses.

A teammate forgot their password or lost their phone. Can I help?

Yes. For a password, choose Password reset link in their row menu; the link works for 24 hours. For a lost phone, choose Reset two-step (lost phone): Two-step sign-in for one teammate.