Remove a team member or leave a team
Deactivate someone who no longer works for you, bring them back later, remove someone's login, leave a team yourself, and hand the business to a new owner.
Every business on Lilo has at least one owner. An owner can make someone else an owner too, and that's how you hand the business over.
Lilo Pro
When someone stops working at your business, the owner, an admin or a location manager deactivates them. They lose access, and clients can't book them anymore. Lilo keeps their history. Team members can also leave a team themselves in the Lilo app.
Hand the business to a new owner
There's no single transfer button. You hand the business over in two steps, because nobody can change their own role.
Lilo Pro · Owners
- Open the new owner's profile, select Role & Work, choose Owner under Role and select Save Changes.
- Ask them to change your role, or to deactivate you. They do it from your profile.
They need their own sign-in for step 2. If they don't have one yet, give them dashboard access first.
Owners are equals. Any owner can change another owner's role, deactivate them or remove their sign-in. Only owners can make someone an owner, and Lilo always keeps at least one, so the last owner can't be demoted, deactivated or lose their sign-in. Someone who rents a booth from you can't be made an owner.
If someone only needs to run the business day to day, make them an Organization Admin instead. Admins can do almost everything an owner can, except change your plan or billing. See Team roles and permissions.
Owners
To close your business account instead, go to Settings → Billing and select Danger zone. See Delete your account.
Lilo Pro · Owners, admins and location managers
Deactivate a team member
Before you deactivate a provider, move or cancel their upcoming appointments on the Calendar. Deactivating leaves those appointments booked. They stop showing in the calendar's day and week views.
- Go to Operations → Team.
- Select ⋯ in their row, then choose Deactivate.
- If they're anyone's reporting manager, the box lists those people. Choose a new manager for each one. If you leave one empty, that person no longer has a reporting manager. Team schedules and approvals explains where their requests go then.
- Select Deactivate. You'll see Team member deactivated.
You can also open their profile, select Danger Zone, then Deactivate.
The owner, admins and location managers can deactivate people. Location managers can't deactivate people who work only at other locations.
Location managers can only deactivate, reactivate or remove the sign-in of front desk staff and service providers. Admins can't do these to other admins, and only an owner can do them to another owner.
Reactivate someone
- Go to Team, select Filters and check Show inactive.
- Select their name.
- Select Danger Zone, then Reactivate. You'll see Team member reactivated.
They're back on your team with the role, locations, services and hours they had. If they'd already accepted their invite, they can sign in again with the same login.
Remove someone's sign-in
To stop someone signing in but keep them on your calendar:
- Open their profile and select Access.
- Select Revoke Dashboard Access, or Revoke Invite if they haven't accepted their invite yet.
- Select Revoke Access. You'll see Dashboard access revoked.
They lose access to your business, and their invite link stops working. If they can be booked, they stay on the calendar. To let them back in, use Grant Dashboard Access. Add and invite team members shows how.
You can't remove your own sign-in or a booth renter's. To remove a booth renter, deactivate them.
Lilo Pro
Leave a team
Anyone except an owner can leave a team. You do it in the Lilo app. There's no way to leave on the web. If you're an owner, ask another owner to change your role first.
- Tap More, then tap the icon next to your name.
- On Profile, scroll to the bottom and tap Leave and the business's name.
- Read what happens, then tap Leave and the business's name again.
When you leave:
- You lose access to the business right away, and Lilo signs you out.
- Lilo cancels your upcoming appointments there and lets those clients know.
- People who had you as their reporting manager no longer have one.
- The owner gets an email that you left.
If you can't use the app, ask the owner or a manager to deactivate you instead.
How it works
- Lilo never deletes team members. Deactivating keeps their past appointments, invoices and history.
- A deactivated person can't sign in to your business, and clients can't book them online.
- Deactivating doesn't cancel or move their upcoming appointments. Those clients still get reminders. You can still find those appointments in Operations → Appointments.
- Deactivated people are hidden on the Team page until you check Show inactive under Filters.
- Lilo doesn't email someone when you deactivate them or remove their sign-in.
- You deactivate, reactivate and remove sign-ins on the web. The Lilo app can't.
Lilo Pro
Common questions
Can I transfer ownership to someone else?
Yes, in two steps. Make them an Owner in their Role & Work section, then ask them to change your role or deactivate you. The steps are under Hand the business to a new owner above.
Why does Lilo say I don't have permission to deactivate someone?
Usually it's one of these:
- You're trying to deactivate yourself. Nobody can.
- You're a location manager, and they don't work at any of your locations.
- They're an owner, and you aren't. Only another owner sees Deactivate for an owner.
Can I delete a team member?
No. Deactivate them instead. Lilo keeps every team member's history with your business.
Why can't I find someone on the Team page?
They might be deactivated. Select Filters and check Show inactive. If there's no Show inactive, nobody on your team is inactive.
If you work with more than one location, the list follows the location menu at the top of the page. Choose Overview to see everyone.
Can I bring back someone who left?
Not with Reactivate. It doesn't work for someone who left the team in the Lilo app.
Ask them to join again with your invite code instead. The owner or an admin approves the request and chooses their role. Lilo then brings back their old profile. Appointments cancelled when they left stay cancelled. If their request doesn't go through, use Contact support in your account menu.
Someone left the team. What happened to their appointments?
Lilo cancelled their upcoming appointments and let those clients know. Their past appointments stay with your business.
Booth renters on your team
Add a booth renter to your Lilo Pro team, choose whether your team books and checks out their clients, and see what renters manage on their own.
Your home screen
What your Dashboard home screen shows for your role, switching between Overview and My Day, and what the revenue, rebooking rate and client numbers count.