For team members

Two places, one sign-in

You have your own Schedulign account: your individual dashboard, with its own booking page. A team that invited you is a second workspace under the same sign-in. The account menu at the top switches between them, and the team page always carries a My dashboard button back to your own. Joining a team changes nothing there: you can still create events of your own on your individual dashboard, and they stay separate from the team.

Accepting an invitation

The invitation greets you on your dashboard — as a pop-up the first time, then as a card at the top — and as an amber count on the account menu. Accept invitation opens the team's member page; Decline removes it, and the team can invite you again. The email's link accepts too.

Your page with the team

• Events you host — the team's events with you as a host, the ones you share with other hosts included. The business sets every event up; on the events you host alone you can change the settings it lets you (an event's hours and days off, for example), and everything else reads "Managed by {business}".
• Your sessions — the sessions you host. When the business lets you manage them, you cancel, mark completed or paid, set a location and answer time requests; otherwise the business handles those. Refunds and fees stay with the business either way. From the waitlist marks a session a client on the waitlist got when its time freed up. When you cancel a session whose time people are waiting for, its row says how many, and the time goes to the first in line who can still book it. A session you mark paid offline sends the client nothing; the business owner is emailed about it when they get the team's booking emails. Emails your own actions send a client (a location you set, a cancellation with your note, a request or move you answer) come from you at the business; when the business lets you see clients' contact details, a client's reply reaches you too. The tip beside Your sessions says which apply to you. Only a session whose client booked any available host moves to another host: the business may reassign it, and the client's own move to a new time may go to another host of the event who is free then. A session whose client picked you by name stays yours. A session moved away from you leaves your list, and you are emailed that it is off your schedule; its entry stays on your calendar, greyed and marked free, without the client's contact details or any link. A session moved to you arrives with an email and lands on your calendar, and you read the notes written on it since it became yours. A request from a client who asked for any available host, a move request included, goes to the business, not to you; when the business approves one with you as its host, you are emailed that it is yours.
• Bulletin board — when the business lets you post, your posts to its bulletin board: they show on the booking page under Updates, signed with your first name and the business. You can edit and remove your own posts; the business can remove any.
• Google Calendar on {team} — your calendar is connected from your own dashboard, and it counts here on its own: busy times keep your times free of conflicts, and sessions you host land on the calendar you picked there.
• Your hours with {team} — your weekly hours and days off for this team, set by you or by the business. Also limit my times here to my own hours narrows them to one of your own dashboard's schedules. On an event you share with other hosts, you are offered only where the event's hours and these hours overlap.

What the business decides

The business decides, row by row, what you manage, and can change it any time: what you may do with your sessions (cancel, mark completed, mark paid, change the location, answer time requests); whether you see clients' contact details, separately their booking form answers, and separately the intake forms your sessions' clients send (with Send intake form on your sessions, and every opening of a form recorded); whether you set your own hours with the team; and which settings of the events you host alone you may change. The business sets up every event and can change any of its settings at any time. Under each event you host alone you see the settings you may change; in the editor the rest is disabled and marked as managed by the business. When a change you make takes clients off the event's waitlist (a length, location, group size, agreement or price listing they joined with is no longer offered), the line above Save changes says how many first. Turning on Bookings by request only or turning off the Waitlist, where the business lets you, takes everyone waiting off it, and the line under it says how many first; each person is emailed.

An event you share with other hosts reads Shared with and the first names of the other hosts who have joined it, then Managed by {business}, and has no Edit button: its settings are the business's. Your other permissions still apply on it: what you may do with your own sessions, what you see of their clients, and whether you set your own hours with the team.

If you are made an admin

The owner can make you an admin, and an email tells you so. The business's dashboard then opens instead of this page. You manage everything there except the plan and billing, the Stripe payouts account, the full data export, deleting the business, making admins and the owner's own profile, calendar and schedules. Your name, photo, sign-in and calendar stay on your own dashboard. Leave {business} sits at the bottom of the Team tab.

If the owner changes you back to a member, this page returns with the permissions saved for you before.

Leaving

Leave this team at the bottom of the member page ends your membership: you lose the team's page and sessions, events you host alone go Not live until another host is chosen, you come off the host list of events you share, and your upcoming sessions stay on the team's books. People waiting for times on the events that go Not live, and people waiting for you by name on the events you share, are taken off the waitlist and emailed; before you confirm, Leave this team says how many. Your individual dashboard, its events and other teams are untouched.