Inviting an additional admin team member in Appointible takes just a couple of minutes. I recommend deciding first what this person should see and manage – calendars, clients, settings, or everything.
Opening Team Members
Start by going to the Team members page. There are two quick ways to get there.
Invite from Home
From the Home page:
In the Your business panel, click Invite team.
Click Invite new. This opens the Add team member form.
Invite from Settings
Click the profile picture in the top-right corner.
Select Team to open the Team members page.
Click Add team member (or Invite new if visible).
Adding Admin Details
Enter basic information
In the Add team member form, fill in the main details for the new admin:
Full name – how this person will appear in the account and calendar.
Email – this is where the invitation will be sent.
Phone number (optional) – helpful for internal reference and notifications.
Note: A valid, unique email address is required so the new admin can receive the invitation and log in.
Service provider switch
In the Calendar section there is a switch called Is a service provider?
Turn this switch on if the admin will appear on the Calendar as a service provider with a personal calendar.
Turn this switch off if this is a back-office or management admin who will not provide services to clients.
Choosing Admin Permissions
Select access level
Next, choose what this admin can see and manage. This is where the magic – and the control – really happens.
In the permissions area, look for panels such as:
Apps access – which parts of Appointible are visible (for example, Calendar, Clients, Reports).
Calendar access – whether this person sees only a personal calendar, selected team members, or All team.
Clients access – whether client lists and details are visible and editable.
Settings access – whether this person can manage business-wide settings, integrations, and other configuration.
There are premade permission presets available, but each option can be customized. I recommend:
Using a preset that is closest to the admin role.
Then adjusting checkboxes in Apps access, Calendar access, Clients access, and Settings access to match the responsibilities.
When everything looks right, click Send invitation.
Invitation And Login
Invitation email
After sending the invite, the new admin receives an email with an Accept invitation button.
They simply need to:
Open the invitation email.
Click Accept invitation.
Create a password and finish the sign-up steps.
Using the mobile app
The new admin can also complete the invitation using the Appointible for Business mobile app.
Install the app from this link: Download Appointible for Business Mobile App - Appointible.
On the mobile device, open the invitation email.
Tap Accept invitation. This opens the Appointible mobile app.
Set a password and finish the account setup.
If the invitation email does not arrive, I recommend asking the new admin to check the spam or promotions folder and confirming that the email address in Team members is correct.