Add and manage team members

Step-by-step guide

1. 1Open Team and click Add team member.
2. 2Enter the person’s name and email, then choose Administrator, Front desk, or Service provider access.
3. 3Treat clinic access and online-booking visibility as separate decisions. A person can be bookable with any role when the clinic workflow requires it.
4. 4Administrator users run operations but cannot change ownership, subscription billing, clinic erasure, unrestricted exports, or other owner-only controls.
5. 5Front desk users can manage all bookings, client contact details, sales, and payment collection, but cannot open private service notes, issue refunds, or export sensitive data.
6. 6Service provider users see their own schedule and clients assigned through their bookings, including the private notes and forms needed to deliver the service.
7. 7Send invite and track acceptance from the team screen.
8. 8Assign service capabilities and edit availability templates.
9. 9Set roster cycles or date overrides for leave and special shifts.
10. 10Only the Clinic owner can assign access roles. Appointa asks the owner to confirm their password before access changes.
11. 11Review the access summary shown on each role card before sending the invite or saving a change.
12. 12Archive inactive team members to keep history intact.