User management

Admins only.

Settings → User Management lists everyone on the account, with their photo, name, email address, job title, phone and role.

Invite someone

1. Click Invite User.
2. Enter their email address, first name and last name, and choose Admin or Member.
3. Click Send Invitation.

They get an email with a link to set up their login, and you can copy the link to send it yourself. It expires after 7 days. Someone who already has a Kabooly CRM login joins with the password they have.

How many people you can have depends on your plan.

Change a role

Choose the new role in the person’s drop-down. What each role can do is set out in getting started. Every account needs at least one admin, and nobody can change their own role.

Remove someone

Click the bin icon beside them. If they still take bookings, as the person assigned to a booking type or to upcoming bookings, you are asked to reassign those first. Removing someone also disconnects their calendar from this account. They keep their login, and can be invited again.

Someone removed from every account they belonged to sees a page saying they have no active account.

Kabooly on your team

As part of the managed service, you can add Kabooly to your team so we can help you directly. We then show in your list with a Super Admin label, and see what any member of your team sees. Adding us is your choice, and you can remove us at any time.