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Adding your team

Everyone who works your leads should have their own login, so replies and activity are attributed correctly and you can control who sees what.

To add someone: go to Settings then My Staff (or Team) and add a member with their name and email. They'll get an invite to set their own password. Assign them a role or permission level at the same time.

Setting the right access: front-desk or reception staff usually need Conversations and Calendars but not billing or settings; managers might need reporting; owners keep full access. Limiting access keeps things tidy and secure as the team grows.

Seats: your plan includes team seats for your staff, and higher plans include more. If you need extra, you can add seats anytime from your billing settings.

Tip: assign conversations and calendars to specific team members so leads route to the right person automatically, and so your reporting shows who's booking what.

Didn’t answer your question? Ask Genie in the chat, or contact support.
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