Add someone to your team and Owneli emails them an invitation. Once they accept, you can book them, give them services and pay them.
Before you start
- Who can do it: admins and owners.
- You need their first name and email, and with more than one location, where they'll work. Everything else can be added later.
Invite a team member
Start
Go to Team in the sidebar and select Invite Team Member. The Add team member panel opens.
Add their details
On Profile, enter their First name and Email, and if you like their Last name, Phone number and Job title (clients see the job title online).
If your business has more than one location, choose their Home location: where their calendar opens. With one location, it's chosen for you.
Leave Takes bookings on if clients will book them. Turn it off for people who don't see clients, such as a receptionist or a bookkeeper: they won't appear on the calendar or on your booking site.
Choose their role
Open Settings in the panel's menu and choose a Role. Custom roles show · Custom. See Roles and permissions.
Add the rest now or later
Under Services, Locations and Wages and timesheets, choose what they do, every location they work at and how they're paid.
If they take bookings, Working hours sets their usual week at their home location: tick the days they work, set the times, and select Copy Monday to weekdays to repeat Monday. Their hours are saved when they accept, so they can be booked straight away.
You can also do all of this after they join.
Send it
The box at the top of the panel's menu lists what is still needed, and sections you've filled in get a tick. Select a name in the box to go straight to that field. When it reads Ready to add, select Add. You see Invitation sent.
Before they accept
They appear in the team list as Invited. To send the email again or cancel it, go to Settings → Team & access → Team members and, under Pending invitations, select Resend or Revoke.
Once they accept, they show as Active. You may see Onboarding while they finish their first steps.
Make them bookable
Accepting the invitation creates their account. To be booked, they also need services and working hours. If you didn't add them in the invitation, do these straight away:
| Step | Why |
|---|---|
| Assign their services | They're only offered for services they're assigned to |
| Set their working hours | Without hours, they're never shown as free on the calendar |
Hours set in the invitation are at their home location. Add hours at their other locations in Scheduling.
Check it worked
They're in the team list as Active, with their role. Start a booking for one of their services: they're in the team member list.
If something goes wrong
The invitation email didn't arrive
Ask them to check spam. Check the email address under Pending invitations; if it's wrong, select Revoke and invite them again. Otherwise select Resend.
The hours I set aren't in Scheduling
They're saved when the person accepts, not before. If you use repeating shifts and their start date is after the day they accepted, their hours begin on their start date.
I can't see Invite Team Member
Only admins and owners can invite. Ask one of them.
Can I change their role later?
Yes. Open them in Team, open Actions and choose Edit permission role, or select Edit and change the Role under Settings.