Anna Lewis
Mon
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FAQ
Can I work with a team?
Yes, on the Team plan: several specialists in one calendar, and each of them can sign in to the CRM with their own account. Team includes 3 staff members (the card marked «Admin» doesn’t count), and you can buy more seats.
2 min read
In this article
Yes, on the Team plan: several specialists in one calendar, and each of them can sign in to the CRM with their own account. Team includes 3 staff members (the card marked «Admin» doesn’t count), and you can buy more seats.
What you need
- The Team plan, which comes with “Multiple specialists in the calendar”, “Staff access to the CRM — up to 3 seats” (“Each team member signs in to the CRM with their own account.”) and “Roles and access levels”. 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.
- Basic and Pro include one specialist.
- After you sign up, a 14-day Team trial starts, so you can try teamwork right away.
How to get started
- Switch to the Team plan — see Basic, Pro and Team plans.
- Add your specialists: “Workspace” → “Staff” → “Add Staff”. Give each one a schedule in “Working Hours” — see Working hours, breaks and specific dates.
- For everyone who needs to open the CRM themselves, turn on “CRM access” and send an invitation — see How to invite an employee to the CRM.
- Choose an access level for each person — see Staff access levels in the CRM.
Good to know
- There are four access levels: Full access, Manager, Master and Viewer. There are no custom roles.
- Who created or changed a booking is shown in the booking’s “Activity”. There’s no general log of actions.
- For more than 3 staff members, buy extra seats — see Seats on the Team plan.
- Don’t share one password: every employee gets their own sign-in.
If something doesn’t work
“Your plan includes one specialist.”
The full message: “Your plan includes one specialist. To add a team, upgrade to the Team plan.” A second specialist can be added only on the Team plan.
An employee can’t sign in to the CRM
Check that “CRM access” is on for them and that the salon is on the Team plan right now — see The salon’s plan doesn’t include staff access to the CRM.
Related articles
Still have a question? Write any time — we reply during working hours.
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What happens if I stop paying?
Your plan stays on until the end of the paid period, then the salon moves to the free Basic plan. Your bookings, clients and pages stay, but they work within Basic limits.
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Do clients need an app?
No. A client opens your link in the browser, picks a service and a time, enters their name and phone number and confirms the number with an SMS code — no app and no account.
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Can I change my plan later?
Yes, in “Plans & Billing” → “Manage subscription”. A higher plan starts right away with a top-up for the days left, a lower one from your next payment; your data doesn’t change.
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