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Getting Started

For staff

Accept your invite, sign in, and find your way around the dashboard.

Welcome aboard

Your business owner just added you to CoreBookin. This page walks you through accepting your invite, signing in, and using the parts of the app you'll see every day.

Step 1 — Accept your invite

Check your inbox for an email from CoreBookin. The subject line mentions your business name. Click Accept invite — this opens a page where you set your password.

Invite links expire after 7 days. If yours stopped working, ask the owner to resend it from the Staff page.

Step 2 — Sign in

Go to /login and use the email address that received the invite. After signing in you'll land on your schedule for today.

What you can do

Your role decides what's available to you. As staff you can typically:

  • See your own schedule and the bookings assigned to you.
  • Create bookings for customers who walk in or call.
  • Cancel or reschedule existing bookings.
  • Update the status of a booking (confirmed, completed, no-show).

Things like changing prices, adding new services, inviting more staff, or editing billing settings are reserved for the owner. See Roles & permissions for the full breakdown.

Your schedule view

The schedule defaults to today. Use the date picker at the top to jump to any day, or switch between day, week, and month layouts. Each booking shows the customer name, service, and time block it occupies.

Click any booking to see contact details and notes the customer left when they booked.

Notifications you'll receive

  • Email when a new booking is assigned to you.
  • Email when a customer cancels or reschedules.
  • Optional daily digest summarising tomorrow's bookings.

You can adjust these in Account → Preferences. SMS to staff isn't enabled by default — ask your owner if you'd like it.

Stuck or locked out?

Use the Forgot password link on the login page to reset. If your account stops working entirely, the owner can deactivate or reactivate you from the Staff page — message them first. Anything else, see Common errors.