Members have limited access focused on day-to-day booking and AI operations.
What Members Can Do
Booking Management
- View all bookings
- Create new bookings
- Modify existing bookings
- Cancel bookings
Scheduling
- Configure schedules
- Manage availability
AI Agent
- Configure AI personality
- Set up greetings
- Manage AI tools
- Update knowledge base
What Members Cannot Do
Members have restrictions in these areas:
- Cannot edit business information - Name, contact details, brand settings
- Cannot invite team members - Only the owner can invite
- Cannot remove team members - Only the owner can remove
- Cannot change roles - Only the owner can modify roles
When to Use Member Role
Assign the Member role to:
- Employees who only manage bookings
- Staff who don't need access to business settings
- Team members who just check schedules
Default Role for New Team Members
When someone accepts an invitation, they automatically become a Member. The Owner can change their role to Admin if needed.
Assigning the Member Role
Only the Owner can assign roles:
- Navigate to Dashboard > Settings
- Find the Team Members card
- Click the role badge next to the member's name
- Select Member
- Click Save Changes