Teams
Invite people into your workspace and control what each of them can do.
What is Cyntree Teams?
The plan that adds team members, roles, and permissions to a workspace, and what it unlocks.
Inviting a team member
Send an invitation, pick the right role, and track or revoke pending invitations.
Joining a business with an invitation code
Accept an invitation to work in someone else's Cyntree workspace.
Team roles explained
What Owner, Co-owner, Admin, Professional, Receptionist, and Read Only can each do.
Permissions and member access
How role defaults and per-member overrides decide what someone sees, and what to do when a screen is locked.
Renaming the Professional role
Change Professional to the word your business actually uses, such as Stylist or Barber.
Managing a team member's profile
Edit a member's display name, bio, social links, booking profile, role, and permissions, or deactivate them.
Business opening hours and team availability
Set the working windows the whole team is booked inside, and choose who manages individual schedules.
Time off requests and approvals
Request time away, and review or decline requests from your team.
Using the team calendar
See every professional's day side by side and reassign a booking to someone else.
Booking auto-assignment and team order
Choose how an Any professional booking is assigned, and set the order used for rotation and priority.
Team earnings and own performance
Why an owner and a professional see different numbers in Reports, and which permission controls it.
Team activity history
Review the record of team and permission changes in your workspace.