10 articles · ~49 min

Account and Team

Sign-in, security, team members and their permissions.

Articles in this section

4 min read

How to sign in: password, email code or a social account

On the sign-in page, enter your email, username or phone, then your password — or choose “Email me a code”. You can also sign in with Google, Facebook or Apple; one sign-in opens both Multilink and the CRM.

How to invite an employee to the CRM

In the CRM, open Staff, then the employee’s card, and turn on CRM access: choose an access level and send the invitation by email or as a link. The invitation is valid for 7 days; staff access comes with the Team plan.

5 min read

Staff access levels in the CRM

Each employee gets one of four levels: Full access, Manager, Master or Viewer. You change the level on their card and it applies at once; only the salon owner can grant or remove Full access.

4 min read

My Profile: name, avatar, phone, language and theme

In Settings → My Profile you change your name, avatar, username, phone number (confirmed with a code by SMS), account language and time zone. The theme is in the account menu, and “Currency” only affects Bookly’s own prices.

4 min read

Employee invitation errors

Every invitation error has its own explanation below: an expired or replaced link, an email that’s already taken, no free seats, a plan without staff access or too many invitation codes. Find the message you see and follow the steps.

10 min read

Seats on the Team plan: what’s included and how to add more

Team includes 3 staff members (the card marked «Admin» doesn’t count). Every staff card that isn’t archived takes a seat — with or without a CRM sign-in. You buy more seats on the Staff page with “Buy one more seat”.

6 min read

The salon’s plan doesn’t include staff access to the CRM

Staff can sign in to the CRM only on the Team plan. When the Team trial ends or the salon moves to another plan, their access is paused, and it comes back by itself once Team is paid for.

4 min read

Why an employee sees only the CRM

A salon staff account opens only the salon’s CRM: Multilink, pages and plan settings are closed to it. Sign in to the CRM at crm.bookly.me in a browser, with the email you joined the salon with.

3 min read

The CRM is view-only: why and what to do

The CRM turns view-only when your plan couldn’t be checked, the account is suspended, or the salon’s plan has no CRM — Basic, Pro and Team all include it, so that only happens with a plan set up by the Bookly team. On Basic the CRM works, with Basic’s limits.

5 min read

An employee leaves: turn off access, archive or delete

Turn off the employee’s CRM access: they lose it at once on every device. A card with bookings or payroll history isn’t deleted but archived, so the history stays and the card no longer takes a seat.

4 min read

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