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.

Choosing which classes an Assistant can see

Assistants start with access to nothing. They can log in, but they won't see a single class, session or booking until you give them access to specific classes — so a coach who only covers Tuesday's class never sees anyone else's attendees.

There are two places to manage this, and both do the same thing:

• From the person: go to Users and click the assistant's name. Their page lists every class they can currently see, with "Remove access" next to each and an "Add class access" button to grant more.
• From the class: open the class and use the Assistants card to switch access on or off for each assistant.

The Users page also shows how many classes each assistant can see, so you can check at a glance that nobody has more access than they need. Only Admins can view or change class access.

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.