Add and invite team members

You add people to your team from the Team page. Lilo sets up their profile and emails them an invite to create their login. Clients can book people who do services right away, before they accept.

Add a team memberCopy Anchor Link

1. Go to Operations → Team and select Add.
2. On Who is this person?, enter their first name, last name and Email. Lilo sends their invite to this email. Phone and Title are optional. Select Continue.
3. On What's their role?, choose a Role, then an Employment type. Select Continue.
4. On Where do they work?, check their locations and select Continue.
5. On What do they do?, check the services they do and select Continue.
6. On When do they work?, set their weekly hours and select Continue.
7. On Finishing touches, choose a Calendar color and the emails they get. Select Continue.
8. On Review, check their details and select Create Team Member.

You'll see Team member added successfully, and Lilo opens their profile on Services, or on Profile if they don't do services. To change something before you create them, select that step in the sidebar.

About the steps:

• Employment type is Employee, Contractor or Booth Renter. Booth Renter only shows for a Service Provider, and only for some types of business. Employees, contractors, and booth renters explains how they differ.
• An Organization Admin works at every location, so there's no Where do they work? step.
• If an employee works at more than one location, you have to choose a Reporting manager. That person approves their time off and schedule changes.
• For front desk, location managers and admins, Does this person provide services? starts on. Under Where do they provide services?, check where clients can book them. If they don't see clients, turn it off. Then there's no When do they work? step.
• Their hours start from the opening hours of the first location you checked. Other locations start as days off.
• Compensation is optional. You can fill it in later on their profile.
• For a booth renter, the services you check start on their menu. After they sign in, they can add or remove services and set their own prices.

Who you can add depends on your role:

• Owners can add any role, including another Owner.
• Admins can add any role except Organization Admin and Owner.
• Location managers can add Front Desk and Service Provider team members at their own locations.

To change anything later, see Team member profiles. Team roles and permissions explains each role.

Check or resend an inviteCopy Anchor Link

1. Go to Team and select the person's name.
2. Select Access.
3. Under Dashboard Access, check their status:
   • Invite Pending: they haven't accepted yet. It shows when you sent the invite and when it expires.
   • Dashboard Access Active: they accepted and can sign in.
   • No Dashboard Access: they can't sign in. See the next section.
4. To send a new invite, select Resend Invite. You'll see Invite resent successfully.

A new invite works for 7 days and replaces the old link. If you entered the wrong email, fix Email in their Profile and select Save Changes. Then resend the invite.

Give someone dashboard accessCopy Anchor Link

No Dashboard Access means they can't sign in to Lilo. That happens when someone on your team removes their sign-in, or when they come over from another booking system without an invite.

1. Open their profile and select Access.
2. Select Grant Dashboard Access.
3. Check their Email and choose their Role. The role starts on Service Provider, whatever their role was before. Pick the right one. If they're an owner, choose Owner, or they stop being one. Booth renters are always Service Provider.
4. Select Send Invite. You'll see Invite sent successfully.

Share your invite codeCopy Anchor Link

Your Invite code is at the top of the Team page. Select the copy button next to it and send the code to the person. They use it to ask to join, and the owner or an admin approves them. Set up Lilo for your team shows how to approve requests. Join a team shows what the person does.

How it worksCopy Anchor Link

• Lilo emails an invite to everyone you add. The email has an Accept Invitation button. They create their login from it.
• The invite already sets their role and locations, so they're in as soon as they accept.
• Lilo Pro lets you add as many team members as you need.
• After your free trial ends, or if your plan is canceled, nobody can add team members until you subscribe. See Plans, trial, and billing basics.
• The same role limits apply when you give someone dashboard access.
• Location managers only see their own locations when they add someone. They don't see join requests.

Common questionsCopy Anchor Link

Why does Lilo say I don't have permission when I create someone?Copy Anchor Link

You chose a role you can't give. Admins can't add an Organization Admin or an Owner, and location managers can only add Front Desk or Service Provider. Select What's their role? in the sidebar and choose another role, or ask your account owner.

They didn't get the invite. What do I do?Copy Anchor Link

Check the Email on their profile, then select Resend Invite in their Access section. Only the newest invite works, and it expires after 7 days.

Can I add someone without sending an invite?Copy Anchor Link

No. Lilo emails an invite to everyone you add, on the web and in the app. In the app, it sends one even if you turn off Enable dashboard access or Send invite email.

Can I add back someone I deactivated?Copy Anchor Link

Reactivate them instead of adding them again. Their profile, locations and services come back with them. See Remove a team member or leave a team.

Why isn't Booth Renter an option?Copy Anchor Link

It only shows after you choose Service Provider. Add also only offers it to some types of business, like salons, barbershops, nail studios and tattoo studios.

Can I add team members in the Lilo app?Copy Anchor Link

Yes. Tap More, then Team, then Add Team Member. Fill in each step, then tap Add Team Member on Review. Lilo emails them an invite, the same as on the web. The app doesn't ask for hours. If they do services, Lilo starts them on each location's opening hours. You can change them on the web.