Team Portal login
Share this link with your team. They sign in here, not in Shopify.
app.getservicify.com/team-viewer
The Team Portal is a separate website where your staff log in to see and manage their own bookings. They do not get access to your Shopify admin, your sales, or your settings.
Each login is called a seat and costs $10 per month. You need a paid plan.
What your team can do
- See the bookings assigned to them, or every booking in your store if you allow it
- Check customers in
- Add, move, and cancel bookings
- Send reminders
- Change their own hours and days off
You can turn each of these on or off for each person. They cannot see your revenue, orders, or app settings.
Step 1: Buy seats
- Click Availabilities in the app menu.
- Click Set up Team Portal. If you already have seats, the button says Add seats.
- Choose how many seats you need and approve the charge.
Step 2: Give a team member a seat
- On Availabilities, click Set schedule next to the team member.
- Click Assign a seat.
- Click Save changes.
The team member gets an email with a temporary password. You can also see the temporary password on that screen.
Step 3: Your team member logs in
They click the link in the email, or go to app.getservicify.com/team-viewer, and set their own password. Ask them to bookmark the page.
Choose what each person can do
- On Availabilities, click Set schedule next to the team member.
- Go to Team Portal Permissions.
- Uncheck anything they should not do.
- Click Save changes.
When you first give someone a seat, every permission is on except Can view all bookings.
| Permission | Lets them |
|---|---|
| Can view all bookings | See every booking in your store, not only their own |
| Can create bookings | Add a booking, and search past clients by name or email to fill in their details |
| Can reschedule bookings | Move a booking to another time |
| Can cancel bookings | Cancel a booking |
| Can send reminders | Send a reminder email |
| Can send invoices | Create and send an invoice for a booking (Pro Plus or higher) |
| Can mark draft orders as paid | Mark a draft order as paid |
| Can export the bookings they can view | Download the bookings they can see |
| Can edit their own availability | Change their hours, days off, and calendar sync |
| Can edit availability for their linked team members | Change the hours of the team members linked to them |
To stop staff from changing when customers can book, uncheck Can edit their own availability. For a store manager, leave on Can edit availability for their linked team members so they can manage their own store's staff, but no one else's.
Let someone see every booking
Turn on Can view all bookings for a partner, manager, or front-desk person who needs to see the whole schedule. You do not need to assign them every booking.
The extra bookings are read-only. On a booking that is not theirs, they cannot check the customer in, send a reminder, reschedule, cancel, or edit notes and tags. Their own bookings work as before.
This permission does not let them change anyone's availability.
Remove access
- One person: open their schedule, click Unassign seat, then Save changes. They can no longer log in. Their bookings stay.
- Everyone: click Plan & billing in the app menu, open Manage Team Portal, and set the number of seats to 0. All logins stop right away, so tell your team first.