The Team Portal lets your team members login and manage their own bookings outside of Shopify.

1. Each team member has their own access.

2. Your Shopify credentials do not have to be shared.

3. Saves you time by delegating scheduling and booking management to your team.

Team members are able to:

As an Admin, you are able to:

An Example Scenario

Your business operates in multiple locations, each with an operator. As an example, let’s 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 Mandy’s 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.

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.

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 ($16/month) giving us a total plan cost of $31/month.

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:

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.

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 member’s 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 “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.

4. 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.

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.
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Go to your Availability, click on your Team Member with the Team Portal and click “Unassign this seat”

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.

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 bookings@getservicify.com