Inviting a team member

Steps

1. Open Settings > Teams > Configure team. The screen is headed Team with your business name underneath.
2. Tap Invite member in the management actions at the top. This opens the Invite a member screen.
3. Enter their Email address. The invitation is tied to that exact address — the person must accept it while signed in with the same email.
4. Choose a Role. You can only pick roles below your own: an Owner can assign Co-owner, Admin, Professional, Receptionist, or Read Only, while a Co-owner cannot assign another Co-owner. The Owner role can never be assigned.
5. Optionally add a Personal note, which is included in the invitation email.
6. Tap Send invitation. Cyntree emails them an invitation link and shows you their one-time code, which you can pass on directly if the email does not arrive.
7. The invitation now appears under Pending invitations on the Team screen with a Pending badge. Tap it to resend or revoke it.
8. Once accepted, they move into the Members list with their role shown as the subtitle.
9. Outcome check: the pending entry disappears and the person appears under Members with the role you chose.

Need more help?

Include the active workspace, affected booking or service, exact error message, and a screenshot of the screen where the problem happened.

If you still need support, use the contact page.