How to Create a Team or Add a Team Member

Create a team profile so your staff or partners can help manage bookings, with the right level of access.

Create a team profile

1. Tap your profile icon (top left of the Bookings screen).
2. Tap Create a Team Profile and follow the steps.
3. Your new team profile appears under Switch Account.

Invite a teammate

1. Switch to the team profile.
2. Tap Account in the bottom menu, then Teammates.
3. Tap + (top right).
4. Enter their email address.
5. Tap Select Role and choose Admin, Support or View Only.
6. Tap Invite. They’ll get an email and need to accept it before they can access the team profile.

Roles

• Admin: full access to the team profile, bookings and team members.
• Support: helps with day-to-day bookings and messages.
• View Only: can see bookings and details but can’t make changes.

Good to know: Want to work with your own cleaner? Invite them from Account > My Cleaners, not as a teammate. On Marketplace you book Cleanster’s background-checked cleaners; with SaaS you manage your own cleaners.

Tap a teammate on the Team Members screen to see their details. Bookings, checklists and receipts belong to the profile you’re in, so switch profiles if something seems missing.

Related: How to assign your favourite cleaner · How to add or modify property details