Inviting Team Members

You can invite other people to help manage your company on Bookabee. Team members can view and manage classes, bookings, and sessions.

Roles

Every team member has one of three roles. They go from most to least access: Admin, then Member, then Assistant.

• **Admin** — full access to everything, including company settings, payments and Stripe, vouchers, add-ons, team management, revenue figures, refunds, and deleting bookings.
• **Member** — can view and manage classes, sessions, bookings, and add-ons, and can see revenue. Members cannot change company settings, manage payments, or add and remove team members.
• **Assistant** — a view-only, finance-blind role for people who help run sessions on the ground (coaches, helpers). Assistants can view classes, sessions, and bookings and take the attendance register — nothing else.

The Assistant role in detail

Assistant is the newest and most restricted role, designed for session helpers and coaches who need the register and the attendee list but shouldn't see your money or change anything. Give it to the person running the class on the day.

An Assistant CAN:

• View your classes and their session schedules.
• View the list of bookings and each booker's details (including any booking fields like allergies or emergency contacts).
• Open the class register and mark attendance for each session.

An Assistant CANNOT:

• See any revenue, prices, or financial figures — money is hidden from them everywhere in the dashboard.
• Create, edit, publish, or delete classes, sessions, or bookings.
• Add manual bookings, issue refunds, cancel bookings, or email participants.
• Change company settings, manage payments, vouchers, or add-ons, or invite other team members.

Inviting a team member

1. Go to the Team Members section in your dashboard.
2. Enter the email address of the person you want to invite.
3. Select their role (Admin, Member, or Assistant).
4. Click "Send Invite". They'll receive an email with a link to join your company.

You can change someone's role at any time from the Team Members page — for example, promote an Assistant to a Member once they're helping with bookings. If the invite hasn't been accepted yet, you can also resend it or remove it.