When adding a new team member to Bookem, select their access level to control who can view, edit, or export information based on their role.
Admin access is intended for practice owners, managers, or trusted select team members who need full control over your Bookem account, data, and overall operations.
Team members with admin access can:
Create and remove team members and resources
Create and edit services and locations
Update business details
Access and export sensitive data including financial reports and exporting booking and client data as well as invoices and payment data
Standard access is ideal for team members such as reception staff, managers, assistants, or team members who need to manage bookings but should not have access to sensitive business settings or data exports.
Team members with standard access can:
View, create, and manage bookings
Access client information as needed for appointments
Standard access is restricted for:
Changing business settings, services, resources, or other setup details
Exporting data such as invoices, reports, or client lists
Accessing financial reports
Even though standard users can see certain information, their ability to modify or export data is restricted for security and privacy purposes.
If your new team member isn’t already part of your Bookem workspace,
Follow these steps:
1. Go to Settings > Team members
2. Click '+New Team member' at the top right
3. Enter the team member's name and surname
4. Enter their email address
5. Specify what type of access they have: admin or standard
6. Associated location and associated group (exclude the group for admin and reception staff)
7. Indicate if they can be booked
Tick this box only for team members who provide services to clients (e.g. practitioners)
Leave it unticked for admin or reception staff who should not appear as bookable
8. Click 'Invite team member to Bookem'
They’ll receive an email invitation to join your Bookem workspace with your assigned permissions