Inviting people
Give office staff or a second technician their own login on Growth and Pro.
Updated
On this page
Team members sign in with their own email and password and see the same inbox, bookings and reviews. Growth includes 3 users, Pro has no limit, and the free trial has no limit. Starter is one login.
Open Settings, Team. Only the owner or a manager can invite.
Enter their email, optionally their name and cell number, and choose a role: manager or staff.
Send the invitation. They get an email with a link to set a password. If they already have a Catchline login, they are added the next time they sign in.
Their row shows as invited until they accept, then shows their name and role.
Assigning conversations
With a team, each conversation in the inbox can be assigned to a person. Unassigned conversations that need a reply are flagged on the Overview so nothing waits for everyone.
Alerts
Text alerts for missed calls, replies and bookings go to the business alert number under Settings, Notifications, which the owner sets. Team members do not receive their own text alerts yet; they see everything in the inbox.
Removing someone
Choose Remove on their row under Settings, Team. Their login stops working for your business and any conversations assigned to them become unassigned. The owner cannot be removed; transfer ownership first.
Still stuck?
Email us with your business name and what you were trying to do. Screenshots help. If a page here does not match what you see in Catchline, say so and we will fix the page.
hello@catchlinehq.com