We’ve updated the Team Portal with a cleaner, more intuitive design — making it easier than ever for your team to view, manage, and take action on bookings. Plus, you now have more control over what your staff can do with new permission settings.
⸻
Why You’ll Love It
🧭
Improved Navigation
: Quickly switch between today’s bookings, upcoming appointments, and availability.🔒
Granular Permissions
: From the admin, choose whether team members can reschedule, edit, or simply view their bookings.💼
Better Team Visibility
: Give staff the access they need to stay organized and support customers.⸻
To edit permissions,
1️⃣ Go to the Availability tab from the Easy Appointment Booking dashboard.
2️⃣ Click Set Schedule > Team Portal Permissions.
3️⃣ Check permissions based on what actions each person should be able to take.
⸻
Pro Tips
👀 View-Only Access: Great for part-time staff or assistants who just need to see their schedule.
🔁 Enable Rescheduling: Let experienced team members handle customer changes directly.
🧪 Test It Out: Log in as a team member to preview their access experience.
⸻
FAQ
• Do team members need Shopify accounts?
No! They access the Team Portal through their own login, not Shopify.
• Can I update permissions anytime?
Yes — changes take effect immediately.
• Is this available for all plans?
Permission controls and the new portal are available for Pro Plus and higher plans.
⸻
Give your team the tools they need to stay on top of bookings with less confusion and more flexibility.
Log in today to explore the refreshed Team Portal and customize access for your staff. 👥✅