📝 Overview

This article explains how to add new team members to your business account. You’ll learn how to create cloud accounts, set notification preferences, define roles (employee vs booth renter), and finalize their access level so they can appear in your system and start working.

🔑 Authorizations

Before you begin:

Ensure you have Admin rights or access to Settings → Employee Access.
Verify your billing plan allows for additional employees (license/seat availability).
Have the new employee’s email address and role details ready for setup.

🛠️ Adding an Employee

This section walks you through creating a new employee profile, setting appointment notifications, defining booth renter status, and managing access permissions so your new team member is ready to book and process appointments.

🖥️ Website

Click the arrow to learn how to add an employee on the website

💡Pro tip:

If that employee has not received the email please have them check their spam folder.
An administrator can manually active an employee as well with the following steps:
- Select your name name upper right.
- Select Billing & Account.
- Click Users.
- Locate the employees name.
- Select the Change Password option.

Select the Employees icon at the top of the screen.
Select the + in the bottom right corner.
Enter employee's information. You must add at least the employee's first name, last name, and email address before you can move on to the next step. Then, press Next.
Selecting Yes for the Create Cloud Account option will add your new employee to the software. This will also allow them to login to the software from the website or a mobile app.
Check the boxes for Email Address and Text Message in the Appt. Notifications sections to allow the employee to receive notifications about their appointments.
If applicable, set Booth Renter/Independent Contractor status and Service Limitations.
Select the access level for this employee. Employee Access levels can be edited from the Settings tab of the Employees screen.
Press Save.
The employee will now get an e-mail to that address asking them to complete the setup, including a link to click to create their account password. Once they complete their password set up, their account will be activated and added to the business’ billing account.
- If the employee hasn’t received the activation email, first have them check their spam or junk folder. If it’s still missing, an admin can manually activate their account. To do this, the admin should sign in, click their name in the upper-right corner, and choose Billing & Account. From there, go to the Users page, locate the employee’s name, and select Change Password. Once a password is set, the employee will be able to log in successfully.
After the employee profile has been created you can make changes as needed by selecting the Employees icon from the menu, clicking on the employee you would like to edit, making any necessary changes, and then selecting Save.

📱Mobile App

Click the arrow to learn how to add an employee on the mobile app

Open the Mobile App.
Tap the More Icon.
Select Employees.
Tap the ➕ (Add) Icon in the bottom right corner.
Fill in the employee’s details, you must enter at least a First Name, Last Name, Display Name and Email Address before moving to the next step.
(Optional) Enable Cloud Access
- When prompted, select Yes under Create Cloud Account to give the new employee login access via the app or web.
Set Appointment Notifications
- Under Appt. Notifications, check the boxes for Email Address and Text Message if you want the employee to receive appointment reminders.
(Optional) Set Booth Renter or Service Limits
- If the employee is an Independent Contractor or Booth Renter, toggle the option to Yes.
- You can also turn on Service Limitations and select only the services they can perform.
Choose Access Level
- Select the employee’s Access Level (Admin, Manager, or Employee).
  Access levels can be customized later from the Settings tab in the Employees screen.
Save the Employee Profile
- Tap Save to complete setup.
- The employee will receive an activation email prompting them to set a password and log in.

❓ FAQs

Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

What happens if the employee did not receive the setup email?

Click the arrow to view the answer

Have them check their spam/junk folder. If still missing, an Admin can manually activate their account by going to Billing & Account → Users, selecting the user, and using the Change Password option. Once a password is set, the employee can log in.

Can I add more employees than my current plan allows?

Click the arrow to view the answer

Yes, but you will need to add additional seats or upgrade your plan to accommodate more users, check Billing & Account → Subscription for details.