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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

If you have employees, partners, or virtual assistants helping run your business, invite them as team members. Each gets their own login, sees the dashboard, and contributes work that’s tracked under their account.

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Invite

1

Open Settings → Team

From your dashboard, navigate to Settings → Team.
2

Click 'Invite member'

Top-right.
3

Enter their email + pick a role

  • Email: where to send the invite link
  • Role: Admin or Member (details below)
4

Send invitation

They receive an email with a link to accept. The invitation is tied to that exact email — they have to sign up using it.The invite link also appears in your dashboard so you can copy/paste it into Slack or text if email doesn’t reach them.
5

They accept

Clicking the link, they sign up (if no existing ServiceBooked account) or sign in (if they have one). On accept, they’re added to your org.

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Roles

ServiceBooked has three roles:
  • Owner — exactly one per org (you, by default). Full permissions; cannot be removed except by transferring ownership.
  • Admin — full permissions on all org resources except billing changes (admins can VIEW billing but not change plans or cancel). Can invite/remove other admins and members.
  • Member — can do their own work but can’t change org-level settings (services, hours, integrations, branding). Best for techs, VAs, or anyone you trust to handle conversations but not configure the system.
For most small operations, everyone except the owner can be Admin. Use Member when you specifically want to limit configuration access.

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Pending invitations

After sending, the invitation shows up on the Pending invitations list with the recipient email and an expiration date (default: 7 days). If they don’t accept by then, the link stops working — re-invite them. You can cancel an invitation at any time before acceptance (e.g., if you sent to the wrong email).

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Limits

There’s no hard cap on team size per plan, but practically: Starter and Growth are sized for owner-operated businesses (typically 1–3 people). Pro is sized for multi-person operations (5–15). If you’re at 20+ users, talk to support — we can configure higher limits and discuss agency-tier features.

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Removing members

From the team page, hover over a member and click the X to remove. They lose access immediately; their existing work (tasks they created, conversations they touched) stays in the system attributed to them. The owner cannot be removed via this UI. To transfer ownership, contact support.

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Changing a member’s role

Open the team page; the role dropdown next to a non-owner member lets you flip Admin ↔ Member. Owner-to-other transfer requires a separate ownership-transfer flow — contact support for that.

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Multi-org users

A single person can belong to multiple ServiceBooked organizations (with the same email). When they sign in, they pick which org they’re working in from a top-bar selector. This is rare but useful for agency setups (a virtual assistant who manages multiple service businesses).

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Next

Roles & permissions

Detailed breakdown of what each role can do.