Team Portal Overview

The Team Portal is a separate website your staff can log into to view and manage their own bookings — without needing access to your Shopify Admin. Each team member sees only the bookings assigned to them, keeping your store's revenue and settings private.

Why use the Team Portal?

• Protect sensitive data. Staff get booking access only — no sales reports, pricing, or store settings.
• Delegate confidently. Team members can check in customers, reschedule, create bookings, and manage their own availability.
• Save yourself time. No need to coordinate every booking change through you.

Example: If you have staff at multiple locations, give each operator access to their own portal so they manage their own bookings independently.

What team members can do in the portal

Team members with portal access can:

• Log in with their own email and password (separate from Shopify).
• View upcoming and past bookings assigned to them.
• Manage their own availability, including marking days off.
• View bookings in their preferred timezone.
• Check in customers.
• Create new bookings.
• Reschedule and cancel bookings.
• Reset their own password.

What team members cannot do

Team members in the portal cannot:

• Access your Shopify Admin.
• View revenue, sales reports, or orders.
• Change app settings or service configuration.
• See bookings assigned to other team members (unless you grant that permission).

How much does the Team Portal cost?

The Team Portal is priced per seat at $8/month per team member. You can assign seats to some or all of your team, and unassign them at any time. Pricing is shown transparently on the Account page before you purchase.

Setting up the Team Portal

Step 1: Purchase seats

1. Go to Easy Appointment Booking → Availability.
2. Click Add Seats.
3. Choose the number of seats you need and complete the purchase.

Step 2: Assign a seat to a team member

1. From Availability, click Set Schedule on the availability you want to give portal access to.
2. Click Assign Seat, then click Save.

The team member's email address will receive login credentials including a temporary password. A copy of that temporary password is also visible to you on that screen.

Step 3: Team member logs in

1. The team member clicks Access the Team Portal in the invitation email.
2. They set their own password.
3. They log in at the Team Portal URL.

The portal URL is:

Setting permissions

You can control exactly what each team member can do in the portal.

1. Go to Availability in the Easy Appointment Booking dashboard.
2. Click Set Schedule next to the team member's availability.
3. Click Team Portal Permissions.
4. Enable or disable the permissions you want:
   • View only their own bookings
   • Manage (edit, cancel, reschedule) their own bookings
   • View all bookings across the team
   • Manage all bookings (admin-level control)
5. Click Save.

Removing or unassigning seats

To unassign one seat: Go to Availability, open the team member's schedule, and click Unassign this seat. The team member will lose portal access, but no booking data is deleted.

To remove all seats: Go to the Account page and set the number of seats to 0. All team members will lose portal access. Your booking data remains intact and you can still manage everything from the Shopify Admin.

Next steps

• Team member availability — set working hours and days off for each staff member
• Multiple team members per service — assign more than one staff member to a single service