Members and Invitations Settings

Members & Invitations is where you bring people into your school and manage the admin team. Open Settings from the profile menu at the bottom of the sidebar and choose Members & Invitations. It has four parts.

Sign Up Links

Three links, each with a copy button: Customer signup link, Instructor signup link, and Office admin signup link. Send one to someone joining your school for the first time. They create their account from it and land in your school with the right role. People who already have a Sky Schedule login should sign in instead.

To invite one person by email, click Send Invite and choose Customer, Instructor, or Office Admin. See Send a Sign-Up Link.

Owner and Office Admins

This list shows the Owner (the person who created the school) and every office administrator. Only admins see it.

• Approve a new office admin. Office admin sign-ups always wait for approval and show Awaiting approval. Click Approve, then Approve or Deny. Once approved, they get an email and can sign in to the admin dashboard.
• Limit what an office admin can do. Click Permissions next to their name and turn off any of these: Issue refunds, Create invoices, Continue auto-billing, Open reservations, and Cancel or void reservations. Changes save right away. Only the owner can change these.
• Remove an office admin. Click Remove and confirm. They lose office admin access to your school.

See Invite Instructors and Office Admins for the full invite flow.

Website

Embed a sign-up form on your school's website so new customers and instructors can join on their own. You can copy the embed code once Require approval for new accounts is on, so you approve everyone who signs up. See Send a Sign-Up Link.

Removed People

When you remove a customer or instructor from their profile, Sky Schedule cancels their upcoming reservations and closes their access. See Deactivate, Remove, or Restore a Customer or Instructor. Their invoices, logbook, and documents stay. They're listed here for 90 days.

Each row shows who removed them and when, and any loose ends: open invoices, money left on their account balance, and how many upcoming reservations were canceled. When there's nothing left to deal with, it says Nothing outstanding.

• Click Restore to put someone back on your roster. Reservations that were canceled stay canceled, so rebook them if needed.
• Click Trigger Workflow to open Workflows and automate what happens after someone leaves, such as a note to the front desk. See Create a Workflow.

Troubleshooting

• The Permissions switches are grayed out. Only the school owner can change office admin permissions.
• You can't see Owner and Office Admins or Removed People. These parts are for admins only.
• A new customer or instructor can't sign in. They may be waiting for approval in Customers or Instructors. See Approve Sign-Ups and Review Onboarding.