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Invite Your Team

Add the whole team to your account. Set each team member up with their own login.

Written by Nathan Bertram

You will need to have a Team plan or higher to access this feature.

BusyPaws is designed to be used by your entire team. You can invite each team member to your account using their email. Once invited, your team members will be asked to select a password and log in to their own account.

In this guide, we will walk through:


Adding Team Members

The first step in getting your team set up on BusyPaws is sending each team member an email invite. To do this, start by selecting the gear icon at the bottom of the left-hand menu bar

Then select "Users" under the "Business Settings" section.

Locate the "Invite Team Member" card at the top of the page. Enter the First Name, Last Name, and Email of the team member you would like to invite, select the appropriate Access Level for the new account, then click the "Send Invite" button.

This will send an email to your team member, allowing them to set a password and login. Any pending invites will be listed at the bottom of the page. All pending invitations can be managed from here, allowing you to resend email invitations or delete an invite.

Once a team member has accepted their invite and set up their login, they will be displayed on the Team page. Each team member's card will list their name, access level, email, and assigned facility/facilities.

If you have already filled the number of paid users on your account, you will need to add more users or lite users before you can invite more team members.


User Access Levels

There are four different Access Levels that can be assigned to team member accounts. In this section of the guide we will take a look at the functionalities available to each access level as well as how to edit the access level for team members on your account.

Lite users are purchased separately from other seats on your account. You will only be able to assign Lite level designation to team members if you have added one or more lite seats to your business' account.

Level Descriptions

Let's take a look at some of the features available within BusyPaws and what kind of functionality applies for each access level. Note that Business Owner and Manager designations have all of the same permissions (listed under "Manager" in the tables below), while Employee and Lite users have more restricted access.

As an overview, the following table describes which pages/menu options are accessible to each user access level.

Pages/Settings

Manager

Employee

Lite

Schedule

Has access
Has access
Has access

Messages Index

Has access
Has access
Does not have access

Customer Index

Has access
Has access
Has access

Prospects List

Has access
Has access
Has access

Invoices Index

Has access
Has access
Does not have access

Retail Sales/Inventory

Has access
Does not have access
Does not have access

Waitlists

Has access
Has access
Does not have access

Courses

(Online course content)

Has access
Has access
Does not have access

Timesheets & Availabilities

Has access
Has access
Has access

Reports

Has access
Does not have access
Does not have access

Clock In/Out

Has access
Has access
Has access

Settings Menu

(Settings for services, packages, etc.)

Has access
Does not have access
Does not have access

Business Account Settings

Has access
Does not have access
Does not have access

Data Imports/Exports

Has access
Does not have access
Does not have access

Billing

(BusyPaws subscription info)

Has access
Does not have access
Does not have access

Payment Processing

(Stripe account info)

Has access
Does not have access
Does not have access

Links & Integrations

Has access
Does not have access
Does not have access

Within those pages that each user level has access too, there are some additional differences in available functionalities. The following table outlines a few of the most noteworthy differences.

Functionality

Manager

Employee

Lite

Create & edit bookings

Has access
Has access
Does not have access

Block times for themself

Has access
Has access
Does not have access

Block times for others and/or rooms/kennels

Has access
Does not have access
Does not have access

Add/remove clients from group bookings

Has access
Has access
Has access

Be assigned as the primary provider for service/series bookings

Has access
Has access
Does not have access

Have schedule(s) assigned to individual services for client self-booking

Has access
Has access
Does not have access

Edit, remove, add customer service credits

Has access
Does not have access
Does not have access

Apply customer service credits to bookings

Has access
Has access
Has access

Generate invoices from bookings & customer profiles

Has access
Has access
Has access

View & send messages on bookings & customer profiles

Has access
Has access
Has access

Create & edit customer, prospect, & pet profiles

Has access
Has access
Does not have access

Add notes to customer profiles

Has access
Has access
Does not have access

Send forms/documents to clients

Has access
Has access
Has access

View, edit, & print schedules/timesheets for other team members

Has access
Does not have access
Does not have access

View & edit settings for all team members, send invites to new users

Has access
Does not have access
Does not have access

View & adjust products, inventory

Has access
Does not have access
Does not have access

Editing Access Levels

Team member access levels can be edited using the "Actions" button at the bottom of their card on the users list. To edit the access level for any of your team members, start by navigating to the "Users" page. First select the gear icon at the bottom of the left-hand menu bar.

Then select "Users" under the "Business Settings" section.

Locate the team member, then click on the "Actions" button and select "Edit Team Member" from the drop-down menu.

The left-hand side of the team member's page will include an Access Level field with a drop-down menu. Select this field, then choose the desired level from menu.

Note that this level cannot be changed for the team member with the Business Owner designation. This access level is given by default to the BusyPaws account owner and cannot be reassigned or assigned to multiple team members.

Once you have set the desired Access Level for your team member, click the "Save Changes" button to apply the changes and go back to the Team page.


Updating Employee Information

Team member pages include a variety of employee information fields listed in the card on the left-hand side.

Picture

(Optional)

Upload a photo of your team member. Use the "Browse" button to select a photo from your computer. The "Delete" button can be used to remove an existing photo.

Full Name

Change or edit the name of the team member associated with the email listed at the bottom of the card.

Email

The email associated with the team member's account. Note that this field cannot be edited and is linked to the team member's login. Each team member login requires a unique email which cannot be reused.

Assign Lite, Employee, or Manager level of access. Not listed for the team member with Business Owner designation.

Beneath this field will be listed the number of used seats (users with Employee, Manager, or Business Owner designation) and used lite seats (users with Lite designation) compared with the spaces available on your account.

Job Title

(Optional)

Enter any specific job titles here.

Phone Number

(Optional)

Use the "Country Code" drop down menu to select a country then enter the team member's phone number in the text field.

Email signature

(Optional)

Add an email signature specific to the team member.

Conference link

(Optional)

Include this link in automated messages to automatically populate a URL to the team member's personal video conference when they are assigned as primary provider for a booking.

Facilities

Allows you to assign each team member to one or more of your facilities.

Note that a Business plan is needed to add more than one facility.

The card to the right of the information fields includes the Notifications options.

The selections listed under Notifications allow you to customize the notifications each team member receives. Use the toggles to select which notifications you want the team member to receive, and which to ignore, as well as the type of notification they should receive (email and/or web).

The profile page for the active user will also include a card titled Subscribe to your Calendar. To learn more about this feature, check out our guide on Syncing Your Personal Calendar.

Once all desired updates have been made, click the "Save Changes" button to apply the changes and go back to the Team page.


Deactivating Team Members

If you need to remove a team member from your account, this can be done from the main users list. Navigate to the "Users" page and locate the team member's card. Select the "Actions" button, then select "Deactivate Team Member" from the drop-down menu.

Select the "Continue" button in the pop-up window to confirm deactivation.

Any scheduled Services/Series assigned to a team member at the time of their deactivation will remain on the calendar under the deactivated employee's name. This will remain true until a different team member is assigned as provider for that booking.

Any single email address can only be used to set up an employee profile once. If you want to reassign the email and login to a different team member rather than deactivating it, use the profile page to change the team member's name, then reset the password for that login.


Now that you have your whole team set up with BusyPaws, you can start adding Services and scheduling bookings to fill your team's calendar!

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