Add team members to your workspace

Onboard new team members by setting them up with a profile in your workspace so they can start taking appointments and managing their schedule.

Add a team member

From the main menu on the left of your screen, go to Team.
Select Team members from the left menu panel.
Click the Add button in the top right of your screen.
Enter the team member's first name, last name, and email address.
Set the team member's employment type: employed, self-employed, or other.
Choose which services the team member can perform.
Assign the team member to a location if your business has multiple locations.
Set their permission role to control what they can access in the workspace.
Click Save in the top right to create the profile and send them an invite.

The team member will receive an email invite to join your workspace. They need to accept it before they can log in.

When adding a new team member, enter the email address associated with their existing BeYou365 account.
They will receive an invite email — once accepted, their profile will be linked to their personal account.
Their personal wallet and profile will automatically connect to your workspace.