Calendar-Only Access

Sometimes a team member only needs to see and manage their own appointments, not the entire business. Calendar-only access keeps things simple and secure, and prevents edits to the wrong client record.

Open team members

1. Log in to Appointible.
2. Click Settings in the left menu.
3. Under Workspace, click Team.

Add team member

1. On the Team page, click Add team member.

Fill basic details

1. Enter the team member's first name, last name, and title.
2. If the account has more than one location, select their Location.
3. Enter the Email address. A team member cannot log in without one.
4. Keep Enable Calendar on (it is on by default). This gives them a calendar of their own, which is what calendar-only access is built around – Service provider access is only offered once they have one.

Set calendar-only access

1. Scroll to the Permissions section and turn Team member can login? on. A new team member starts at Full access.
2. Under Role, click Service provider access. That is the whole step: their own calendar and clients, plus dashboard and inbox – no marketing, reports, settings or billing, and no deleting clients or appointments.
3. Click Send invitation.

Narrowing it further

Service provider access is the intended answer here. If this particular person needs something slightly different – no client photos, say – click Custom access instead. The permission groups open below, starting from everything the previous role granted, and each one can be switched off individually. In the Day-to-day group, Calendar access stays on Personal calendar.

Do not expect to narrow someone down from Full access by switching permissions off underneath it: that role grants everything by itself and does not read the individual permissions, so they are not shown under it. Moving to Custom access is what makes them apply.

See Choosing a Team Member Access Level for what each role grants.

Accept invitation

1. The team member receives an email invitation at the address you entered.
2. The invitation can be accepted in a browser or in the Appointible for Business mobile app.
3. The mobile app can be downloaded from https://appointible.com/biz/download-mobile-app/.

After accepting, they log in and see only their own calendar in the Calendar view, with no access to other team calendars or account settings.

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