Step 7 of 11

Add your office team

Give your office admin, VA or manager their own login, with switches for what they see. Every change shows their name.

SettingsTeam logins Open Team logins

The people who help you run the office can have their own login to your business, so you never share your password. They see the day's work, and you pick the rest.

1

Open Team logins

In the menu, tap Settings, then Team logins.
2

Add their name and email

Under Invite someone, type their name and email. The name is what Busy Book shows next to their changes, like Changed by Tasha.
3

Pick their switches

Every team login gets Today, Home, the calendar, bookings with prices, clients, leads, conversations with Irene, Ask Irene and the Help Center. Turn on See the money, Change settings and prices or Manage partners and their pay only if they need it.
4

Send the invite

Tap Invite. We email them a link to make their own password. It works once, for 7 days. Not there yet? Tap Send again for a fresh link, or Cancel to take it back.
5

See what they changed

Each person on Your team has What they changed lately. A booking they changed says Changed by and their name under Who changed this.
6

Change or remove someone

Flip a switch and tap Save, and it works on their very next page. Tap Remove to take their login away. They're logged out everywhere right away, and everything they did stays.

Good to know

Team logins besides you: 1 on Starter, 3 on Grow and unlimited on Pro. There is never a fee per login.
Some things are only ever yours: your Busy Book plan and billing, Team logins, your own email and password, downloading your data, deleting bookings, and anything that sends money out, like refunds and your payment connections. A team login can't cancel a cleaning the client already paid for, because that sends a refund. Ask them to send those to you.
Your connections are only yours too, even with Change settings and prices on: Connections, your texting and phone numbers, Irene's phone line, Where leads come from, Thumbtack, Facebook, Google, Yelp and booking connections. They hold keys and links that keep working after someone leaves.
Without See the money they still see each booking's price, so they can book, and who hasn't paid, so they can collect. They don't see What you kept, reports, partner pay, payouts or marketing results, and Ask Irene gives them how many cleanings, never what they add up to.
Partner pay and payouts need both See the money and Manage partners and their pay.
Partners don't need a team login. They keep the partner app, and one person can't be both.
Moving to a plan with fewer team logins pauses the newest ones. Pick who stays active on Team logins. The others come back on their own when you upgrade or remove someone.
Your team sees your in-app notifications. Busy Book's emails still come to you.

Add your office team

Open Team logins

Add their name and email

Pick their switches

Send the invite

See what they changed

Change or remove someone

Still stuck?

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