What is the Team Portal?
The Team Portal lets your team members login and manage their own bookings outside of your Shopify admin.
1. Each team member has their own access to bookings assigned to them.
2. Protects you from sharing passwords, revenue and editing access - limited to bookings only, with permissions.
3. Saves you time by delegating scheduling and booking management to your team.
How do you manage your team today? We'd love to hear from your here!
👇 Watch a quick demo video! 👇
What features are supported?
Team members are able to:
Login with their own email and password outside of Shopify’s 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
Check In Customers
Create new bookings
Reschedule and cancel bookings
Reset their password if they forget it
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
Set team member permissions
An Example Scenario
Your business runs in multiple locations, each with an operator. Rather than coordinating bookings with them, you can give them the ability to manage their own bookings and free up your time.
If you manage Alex, Kyle, and Mandy’s schedule through the Shopify Admin, you would expose sensitive information like sales, reporting and more. It can also add confusion if they check in or find a customer at a different location, causing their check-ins to be slow and error prone.
Instead, 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 $8 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, please:
1) Go to the Availability page on our app, then click on "Add Seats" and choose the number of seats you would like.
2) Once paid, go back to the Availabilities page and click 'Set Schedule' on the availability you'd like to have a team portal for.
3) Click "Assign Seat" on that availability, then "Save". That availability's email will receive a confirmation email and they will be able to log in with their temporary password. That temporary password is available as well once you assign a seat.
Once you assign a seat to the Team member, they will be emailed login credentials such as these.
4) When clicking on “Access the Team Portal”, they can use that password. They can also click “Reset Password” once they login, see below. This will give them the same email as shown above.
5) Once the team member clicks ‘Access the Team Portal’ they can set their password, then log in. Now the team member can log in and manage their bookings and schedule.
Updated Team Portal Permissions
You now have more control over what your staff can access in the Team Portal with a refreshed permissions interface.
Here's what's new:
Easily toggle permissions for each team member from the Team Members tab.
Assign access to the following:
View only their own bookings
Manage (edit/cancel/reschedule) their own bookings
View all bookings (across the team)
Manage all bookings (admin-level control)
To update permissions:
Go to the Availability tab from the Easy Appointment Booking dashboard.
Click Set Schedule > Team Portal Permissions.
Check permissions based on what actions each person should be able to take.
How do I access the Team Portal?
You and your team can access the team portal via this link:
Only team members that have been assigned a seat are able to login to the Team Portal.
How do I unassign seats from the Team Portal?
Go to your Availability, click on your Team Member with the Team Portal and click “Unassign this seat”
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.
How do I setup a seat with Master level access (to see all bookings across all availabilities)?
Master-level access is a separate, modified add-on of $19/month. We would be happy to assist you with this! Simply let us know the name of the availability whom you have already assigned a Team Portal seat to that you would like to have Master level access by messaging us on the chat, or email hey@getservicify.com