Set up Lilo for your team

Lilo Pro is for a business with a team that has one or more locations.

Sign up on the web at app.heylilo.co/get-started and choose I lead a team. The Lilo app only allows sign-ups for Booth accounts (independents). Lilo offers a no-card-needed 30-day free trial for all new accounts. There is no cap on team members or locations during the trial. See Plans, trial, and billing basics.

After sign-up, here is where you stand:Copy Anchor Link

• Your first location is created with the hours you set. If you skipped hours, it's open 9 AM to 5 PM every day, weekends included. Fix that in Settings → Business Hours.
• You're the owner. If you said you provide services, clients can book you once you have services and hours.
• Online booking is on from the start.
• Your migration is on the way (if you chose White-glove migration).

Services, and who performs themCopy Anchor Link

There are three ways to set up your service menu:

1. Use Lilo's starter menu (it's built for the business type you select using industry averages). It's available during onboarding and on the Catalog → Services page (arrow button next to New service).
2. Import your menu via migration. This is available during onboarding. If you skipped it, please reach out to Lilo support. See Switch to Lilo.
3. Create your service menu. If you are a new business, have used traditional methods like pen & paper, or want a fresh start, add your services manually on your Catalog → Services page.

Clients can only book a service with someone who performs it. When you add a service, choose who performs it under Staff. When you add a staff member, select the services they perform. See Services and categories.

Bring your team inCopy Anchor Link

There are two ways to get team members on Lilo:

1. If you want them bookable today, add them yourself and send an invite. Open Team and select Add. You choose their role, location, the services they provide, and even their employment type. The team member receives the invite email once they're added.
2. Share your invite code and let staff sign themselves up. Your invite code is at the top of the Team page. They can join a team by selecting I'm joining a team at sign-up. This will create a request that you, the owner, can approve or deny. Requests can be found under Team → Requests. Approving asks for a role and adds them at all your locations. Admins can approve requests too, but they can't make someone an Admin or an Owner. Then give them services and hours on their profile so clients can book them.

For more information, see Add and invite team members and Team roles and permissions.

Adding another locationCopy Anchor Link

Go to Settings → Locations and select Add Location. Lilo walks you through the basics: hours, services, and who works there. Each location after your first adds $49/month to your plan, or $490/year if you pay yearly.

Team members you assign to a new location initially have no bookable days there. You must set their bookable hours on the Team page. See Locations.

Start taking paymentsCopy Anchor Link

• Connect payments in Settings → Payments to take cards and collect deposits. See Connect payments and get paid out.

Start taking bookingsCopy Anchor Link

• Clients book through your booking link or an embedded booking widget on your website. Both are in Settings → Booking Page. See Your online booking page.

If you do not have a website, Lilo will work with Pro accounts to build and host your website (separate operating contract required). To request a Pro site or to make changes, please contact support.

You're done whenCopy Anchor Link

• Your services are in.
• Everyone on your team is on the Team page with the right role, services, and hours.
• Business hours are set for every location.
• Payments are connected.
• Your booking link is somewhere clients will see it.

Common questionsCopy Anchor Link

Someone used our invite code, but there's no request. Why?Copy Anchor Link

Lilo sends the request only after they create their login. Someone already on another Lilo team or with their own Lilo account can't send a request with that login.

The invite link doesn't work for them. What do I do?Copy Anchor Link

Invite links last 7 days and each new invite replaces the last one. Select Resend Invite under their Access section and ask them to use the newest email.

Can I set up my team in the Lilo app?Copy Anchor Link

Yes. Team management is fully available in the Lilo app.