Grant individual login credentials to the team in your Setmore account. With team logins, you can assign varying permission levels for menus and settings.
Not only that, each team member login comes with a unique calendar and booking link. Empower team members to book appointments independently and manage their own schedules.
Note: Logins can only be activated for team members with a valid email address in their team member details. One team login can be created using this email address, even if a team member is associated with multiple Setmore accounts.
Your maximum number of team profiles
Setmore Free: Your account supports up to 4 team members with access to all Free features.
Pro: Upgrade and unlock advanced scheduling features for 2+ team memebers. You can continue adding team logins for a nominal fees.
Add a team member
To learn how to add a team member, watch step 3 in the video or click here for our easy-to-follow guide.
Web App 💻
Activate team logins
1. Start by navigating to Settings > My Team and choose a team member.
2. Click ‘Edit Profile’ in the top-right of their team profile.
3. Select ‘Access & Permissions’ and flip the switch to ‘On’. You can now choose a user role.
Team have access to their calendar only.
Admins have access to all calendars, menus and submenus.
Receptionists have access to all team calendars and the 'Customers' tab, but do not have access to other menus and submenus.
If you select team access, you'll also be prompted about updates to team working hours. You can allow your team to update their own working hours, breaks and time-off.
3. Lastly, Setmore will send an email invitation to the team member associated with the login. They must open the email, and click the 'Set Password' button.
Note: The link to set a password expires in 24 hours⏰
Resend an email invitation
You can resend an email invitation by going to Settings > My Team > (Team Member), and clicking 'Resend Invitation'.
Recover a lost password
1. To recover a lost password, go to Settings, My Team and click the team member who would like to recover their password.
2. Click 'Send reset password link'
