How to Invite Team Members to Your Admin

Add team members to help manage your classes, bookings, and clients with different access levels

1. Step 1: Go to your admin dashboard
2. Step 2: Look for the "Team Members" section - this may be in your Settings tab or appear as a separate section in your dashboard
3. Step 3: Click "Invite Team Member" or "Invite Your First Team Member"
4. Step 4: Fill in the invitation form:
5. Step 5:
   • Name: Enter the team member\'s full name (for display purposes)
   • Email Address: Enter their email address (this is where they\'ll receive the invitation)
   • Access Level: Choose their permission level
6. Step 6: Select the access level:
7. Step 7:
   • Admin: Full access - can create classes, manage bookings, update settings, and make changes
   • Read Only: View-only access - can see classes, bookings, and reports but cannot make any changes
8. Step 8: Click "Send Invitation"
9. Step 9: The team member will receive an email with an invitation link
10. Step 10: When they click the link, they\'ll be asked to set a password to complete their account setup
11. Step 11: Once they\'ve set their password, they can log in to your admin dashboard using their email and password
12. Step 12: Managing Team Members:
13. Step 13:
    • View all team members in your Team Members section
    • Edit their access level or name at any time
    • Resend invitation emails if they didn\'t receive the first one
    • Remove team members if they no longer need access
14. Step 14: Use Cases:
15. Step 15:
    • Invite co-instructors to manage classes together
    • Add assistants to handle bookings and check-ins
    • Give read-only access to managers who need to view reports
    • Share admin access with business partners
16. Step 16: Note: You remain the account owner and can manage all team member permissions. Team members cannot change payment settings or delete your account.