Documentation
Team Management
Add team members and set permissions
Invite your team to PestBooker with role-based permissions. Admins control everything, managers handle scheduling, and technicians see their own appointments.
Requirements
- Admin access to invite team members
- Team member email addresses
1
Invite Team Members
- Go to Dashboard → Team
- Click 'Invite Member'
- Enter their email address
- Choose their role (see roles below)
- They'll receive an email invitation
2
Understanding Roles
- Admin - Full access: settings, billing, team management, all bookings
- Manager - View/edit bookings, services, team schedules (no billing)
- Member - View only their assigned bookings and schedule
3
Assign Technicians to Services
- Go to Dashboard → Services
- Edit a service
- Select which team members can perform this service
- Customers will only see available times for assigned technicians
4
Set Individual Availability
- Each team member can set their own availability
- Go to Team → Select member → Edit Schedule
- Set working hours, days off, breaks
- Availability syncs with booking calendar automatically
Pro Tips
- • Start with 1-2 admins for your organization
- • Add technicians as members so they see only their schedule
- • Team members can update their availability from their dashboard
Need Help with Setup?
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