Members, invitations and requests

Inviting people, approving requests, and what a member record holds.

01Three lists

Members in your organisation settings lists everyone in one place, split by a segment.

Active: Everyone in the organisation today, with their role.
Pending: Invitations you have sent that nobody has accepted yet.
Requests: People asking to join, and members asking to leave where leaving needs approval.

02Inviting

Invite by email address and pick the role they arrive with. They accept from their own account; nothing is created for them until they do.

03Three switches worth understanding

Three switches on the Members page decide how people come and go.

Join requests: Makes the organisation appear in search for people looking for it, and lets them ask to join.
Leaving without approval: Lets a member leave on the spot. Off, leaving files a request that someone who manages members resolves.
Invites by email domain: Prompts new users signing up with an address at your verified domain to join you.

04What a member record holds

Open a member to set what they can do and how they appear.

Role: Owner, admin, member, or a custom role.
Title: Their job title, shown where the team is listed.
Bookable by customers: Customers can pick this person on a form or for a booking. Off unless you say so, and turning it off is how you take someone out while they are away.
Shown on profile: Appears in the team section of your public page.
Hourly rate and Billable by default: The rate a time entry falls back to, and whether their time is billable unless a timer says otherwise.
Working hours: Blocks of time this person is available, which narrow the times customers are offered when booking them.

05Hourly rate

A member’s hourly rate is the fallback used when a time entry carries no rate of its own, and it is what drives the minimum wage top up and the billable export. Only people who may manage members can see or set it, which owners and admins can by default.

Did this answer your question?

How do roles and permissions work?Owner, admin and member, plus custom roles.

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Why a form was refused where you attached itEvery question must be answerable where it lands.

Schedules and bookable timeWhat a schedule is, where it lives, and how offerings turn it into times a customer can book.