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Invite a staff member and choose their role

Send a one-time invite link to a coach, admin, operations or finance team member and track pending invites.

Written for: Owners and adminsUpdated

Steps

  1. Open Settings from the sidebar or the account menu. Under Team, select Members.

  2. Select Invite member. The Invite a staff member dialog opens.

  3. Enter their Email and choose a Role: Coach (teaches classes and follows students’ progress), Admin (runs the academy and manages the team), Operations (manages schedules, batches and attendance) or Finance (manages invoices, payments and payroll).

  4. Select Send invite.

  5. Select Copy invite link if you want to send the link yourself, then select Done.

  6. The person opens the link and selects Create account and join, or Sign in to accept if they already have an account.

  7. Follow pending invites under Invites on the Members page. Each one shows its Status and when it Expires. Use the Resend or Revoke button on the invite’s row.

Good to know

  • Invite links work once and expire after 7 days.
  • If email is not set up for your academy, no email is sent. Copy the link and share it directly.
  • If the email already has a pending invite for the same role, the button changes to Replace invite. Sending again replaces it, and the link in the earlier email stops working. If the pending invite is for a different role, resend or cancel it under Invites first.
  • To invite a parent or student, go to Students instead.
  • By default, owners and admins can invite staff.