Watch a Demo of the Team Portal đ
What is the Team Portal?
The Team Portal lets your team members login and manage their own bookings outside of Shopify. Each team member has their own access and your Shopify credentials do not have to be shared. This saves you time by delegating scheduling and booking management to your team.
What features are supported?
Team members are able to:
Login with their own email and password outside of Shopifyâs Admin
View upcoming and past bookings that are assigned to them
Manage their own availability, including days off
View bookings in different timezones and set their own timezone preference
Reset their password if they forget it
Check In Customers
Create your own bookings
Reschedule and cancel bookings
(Coming soon! đ„ł) Integrate with your own Google Calendar
As an Admin, you are able to:
Select the team members that have access to the Team Portal
Enable/disable access for your team members
Determine a pricing structure that makes sense for your budget
An Example Scenario
Your business operates in multiple locations, each with an operator. As an example, letâs say you have a few contractors or yoga instructors. Rather than coordinating bookings with them, you can give them the ability to manage their own bookings and free up your time.
Instead of you managing Alex, Kyle, and Mandyâs schedule through the Shopify Admin, you can give them access to the Team Portal and they can manage it themselves! The same example applies if you have different locations like New York, Los Angeles, and Miami.
How much does the Team Portal cost?
The Team Portal has a per-seat pricing. Each seat costs $6 per month. A seat can be assigned to a team member (and unassigned later, if you wish).
You can choose to enable the Team Portal for some or all of your team. Pricing is transparent and you can cancel anytime. You can enable the Team Portal from the Account page of the app.
How do I setup the Team Portal?
To setup the Team Portal, you should go the Account page in the app. You will see the Team Portal within the Add-ons section.
You can add the number of seats that you would like to subscribe to. In the example below, we are on the Standard Plan ($15/month) and we add 2 seats ($12/month) giving us a total plan cost of $27/month.
How do I register a Team Member for the Team Portal?
Once you have purchased a seat, you can assign it to a team member. This will grant them access to the Team Portal. To do this, go to the Availability tab.
On this page, you will be able to view:
How many seats you have purchased
How many seats are still unassigned
In the example below, we have purchased 2 seats, but have only assigned 1. If a team member has been assigned a seat, it will say Has Team Portal Access below their name.
To give access to a new Team member, click on their name and scroll down to the Team Portal Access section. If you have available seats, you will see an âAssign a Seatâ button.
Once you click the button, the team member will immediately be given access to the Team Portal.
2. Login credentials will be sent to the team memberâs email address. The email that this team portal invite will be sent to is the same as the Availability email for this team member.
Once you assign a seat to the Team member, they will be emailed login credentials such as these.
3. When clicking on âAccess the Team Portalâ, they can use that password. They can also click âReset Passwordâ once they login, see below. This will give them the same email as shown above.
4. Once the team member clicks âAccess the Team Portalâ they can set their password, then log in. Now the team member can log in and manage their bookings and schedule.
How do I access the Team Portal?
You and your team can access the team portal here.
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Only team members that have been assigned a seat are able to login to the Team Portal.
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How do I unassign seats from the Team Portal?
Go to your Availability, click on your Team Member with the Team Portal and click âUnassign this seatâ
How do I remove seats or cancel access to the Team Portal?
Removing seats or cancelling access to the Team Portal can be done through the Account page. Simply set the number of seats you want to have to 0 (See screenshot below). If you confirm, team members that have access to the Team Portal will lose access. No booking data will be lost, and you will still be able to manage bookings through the Shopify Admin.
Note: Team portal does not provide a private link for a customer to allow their team to sign up for a workshop one by one - that must be done via your public facing Shopify product. The team portal is only used for your employees or location operators.