Run a team: staff logins and who sees what
On Business, invite staff to handle messages, appointments and check-ins while you keep settings and money to yourself.
On the Business plan, Team lets you invite people to work in the dashboard with their own login.
Inviting
Enter their email under Team and tap Send invite. They receive a link, sign in with a code the same way you do, and land in the dashboard.
What team members can do
- Read Messages and see the conversations.
- See and manage Appointments: mark complete, propose new times.
- Use Scan to check customers in.
- See Orders and mark them fulfilled.
What only the owner can do
Settings, Store, the Secretary's configuration and knowledge, Billing, Transactions and payouts, Team, and anything under Profile. Staff never see your money or change what the Secretary says.
Removing someone
Team → Remove. Their access ends immediately; nothing they did is lost.
A simple routine
Morning: a team member opens Appointments and reads the day. Through the day: Scan at the counter, mark complete after each visit. Evening: you ask your Secretary "How did today go?".