Users create and delete their accounts and are solely responsible for managing their personal information, privacy settings, and payment methods. Meanwhile, administrators manage users' subscriptions, notes, and attachments in their profiles.
Types of user account information
Category | Editable by |
Personal information
| Only user |
Privacy settings
| Only user |
Payment methods |
|
Address / Billing details (Legacy) |
|
Subscription | Only administrator |
Notes | Only administrator |
Attachments | Only administrator |
Create account
A user account is created when they log in to the member web portal or mobile app for the first time.
During a quick onboarding, users enter their personal information.
If the user was invited by an administrator, the personal information fields are prefilled with the data the administrator entered during the invitation, but the user can edit it.
How users manage their account
To make changes to their account, users do the following:
Click on their profile picture in the bottom left corner to open the Account page.
To update their personal information, go to Profile.
To update their email or privacy settings, go to Privacy and security.
By default, a user’s name and booking title are visible to "Company members", while email and phone number are visible only to "Administrators". Users can update their privacy settings, which may make their personal information visible to others.
Users are solely responsible for their privacy settings, as administrators cannot modify them on their behalf.
4. To manage their payment methods, users go to Membership > Billing > "Payment methods" section.
5. To manage their billing information, users go to Membership > Billing and update the legal business name, address, and tax ID.
Until the "Address" section is filled out, the system will continue using the information from "Billing details (Legacy)".
How administrators manage user accounts
The platform is designed to give users full control over their personal information. Users are solely responsible for their details. Administrators cannot change this information, but they can open a user’s profile from Customers or other pages and:
Quickly check or copy the user's personal information.
Add internal details about the customer in the "Notes" field. For example, specify the member's unique needs for the office.
Notes are only visible to administrators. Users can't see them.
4. Attach files, such as contracts or ID scans, in the "Attachments" section.
5. Go to the Billing page and manage the user's billing information.
If you invited the member with the wrong email, tap (...) menu top right in their profile > Remove and send a new invitation to the correct email.
Delete account
If a user decides to leave the member web portal or mobile app, they can delete their account by navigating to Account > Privacy and security > tapping Delete.
Only users themselves can completely delete their accounts. Administrators can only delete users from "Members" or "Nonmembers" on the Customers page.
When a user deletes their account, administrators receive a notification. Clicking this notification takes you directly to the user's profile, where you can make necessary changes, such as canceling this customer's subscription or removing them from the Customers. The user's profile will remain as "Deleted user" on the Customers page, allowing you to manage their profile, subscription, and billing as required.