Anna Lewis
Mon
1
Account and Team
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
In this article
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.
What a staff account is
When an employee accepts a salon’s invitation, Bookly creates a separate account for them, labelled “Staff account” in the profile. This account:
- opens only the CRM of the salon that invited you;
- has no Multilink and no page of its own: “A staff account has no Bookly page of its own.”;
- has no username: “A staff account has no username — sign in with your email.”;
- can’t change the account type, the salon profile, the plan or billing — the salon owner does that;
- works in the browser: the Bookly app doesn’t support staff accounts yet.
How to sign in to the CRM
- Open crm.bookly.me in a browser, on a phone or a computer.
- Sign in with the email you joined the salon with and your password.
- On a phone, add the page to your home screen so you don’t have to look for the address each time.
What you can do in the CRM is up to the salon — see Staff access levels in the CRM.
If something doesn’t work
“This account is for the salon’s CRM only”
“You are signed in with a staff account. It opens only the salon’s CRM — other Bookly products are closed to it.” You signed in with a staff account to Multilink or another Bookly product. Tap “Go to the CRM”.
“This staff account opens only the salon’s CRM. Open crm.bookly.me in your browser.”
This happens when a staff account is used to sign in to the Bookly app or another product. Open the CRM in a browser at crm.bookly.me.
“The owner manages the plan”
Staff don’t see or change the salon’s plan and billing: “The owner manages the plan.” If you need more seats or another plan, tell the salon owner. Someone with Full access can send a request for extra seats, which the owner pays for — see Seats on the Team plan.
I want my own Bookly page as well
A staff account has no page. For a page of your own you need a separate personal Bookly account on a different email. If you already have a personal account, the salon invites you at another address — for Gmail, the same one with +salon before the @ works.
I can’t sign in to the Bookly app
The Bookly app doesn’t support staff accounts yet. Use the CRM in a browser — on a phone it’s handy to add it to the home screen.
Signing in with a username doesn’t work
Staff accounts have no username. Sign in with your email — the one you joined the salon with.
Related articles
Still have a question? Write any time — we reply during working hours.
Other articles in this section
-
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
-
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.
4 min read
