Team & working hours

Invite a professional and check their access

An invitation grants collaborator access to the selected professional; creating a profile is not enough.

Step by step

1. Open your team or professionals section from the sidebar; its name depends on the business.
2. As owner, open the correct professional detail. In dashboard access check whether an email is already linked or an invitation is pending. Do not invite your own owner email or create another profile to change access.
3. If there is no access, open Invite. For email expand “Or send by email →”, enter the intended address and press “Send email”. WhatsApp and copy-link options are also available. Changing the profile contact email does not automatically change login email.
4. For WhatsApp generate the link, then press Open WhatsApp; check recipient and send the message yourself. Copying or generating a link does not deliver it. Without a phone use email or share the link another way.
5. The professional must open and accept the invitation. If creating an account, enter and confirm a password, press Create account and sign in with the invited email and that password. Then check the linked email in the profile; sent does not mean accepted.
6. If still pending, check expiry and use Resend or Revoke as appropriate. After an error, check the profile and email before creating another invitation.
7. Check access using their own account: appointments and customers are limited to their professional relationship. To remove it use Remove access and read the confirmation; this does not by itself delete the professional profile, hours or history.

Feature availability depends on your plan and permissions.