Invite someone
Open Team
Select Settings in the menu, then the Team tab.
Select Invite
Under People who log in, select Invite.
Fill in the invite
Enter their Email, a name if you like, and a Role, then select Send invite.
They accept
They get an email with a link that works for 7 days. They choose a password and select Join the team.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including Manage billing, refunds, and inviting managers. |
| Manager | Change the receptionist, texting, booking, and notifications, and invite staff. |
| Staff | Work in the app day to day, like calls, texts, tasks, and the schedule, without changing those settings. |
Every account needs at least one owner.
Bookable team members
Further down Team, add the people callers can book or calls can transfer to. Give each one a name, a Phone for transfers, a calendar color, and whether Callers can book them. Turn on Set their own hours for anyone with different hours. They don’t need to log in.
Booking is on Real Talk and Big Talk. See booking hours and rules.
Pending invites and removing people
Invites you’ve sent wait under Pending invites until they’re accepted, and you can cancel one there. To take someone off, remove them from People who log in.
Who gets urgent transfers and Talk Notes is set separately, in Call routing on the same page. Send urgent calls to your phone.
Questions
Why can’t I send an invite?
Invites need an active plan, and only an owner can invite a manager. If a link expired, send a new invite.
Does each person need their own email?
Yes. Invites go to an email address, and each person logs in with their own.
Related
More in Account
Didn’t find your answer? Email help@frontdesk.talk or browse the help center.