This one is for you if someone has invited you to join their shop. If you are the person doing the inviting, see Inviting Team Members.
Find the email
Look for an invitation from WellDesk in the inbox of the address your manager used. If it is not there, check your spam folder — that is where it usually is.
Invitations are valid for 7 days. After that the link stops working and your manager needs to send a new one.
Accept it
- Open the email and click the link.
- Set a password — at least 8 characters — and confirm it.
- Finish, and you are signed in.
Your name may not be filled in: your manager only had to provide an email address and a role, so they or you can complete the rest afterwards.
What you will see
That depends on your role.
Staff — you get the Calendar, and your own general settings. Your day is there: open an appointment to see who is coming, for what, and any notes. When it is done, complete it and record how they paid.
You will not have the booking list, customer records or reports, and you cannot change your own working hours — your manager sets those. Whether you can see colleagues’ appointments as well as your own is a setting on their side.
Administrator — you get almost everything: bookings, customers, services, the team, reports and shop settings. Only billing is the owner’s.
Worth doing on day one
Ask your manager to add your photo and bio — they appear on the public booking page, and customers pick people they can see and read something about.
Getting around
- The Calendar is your day. Week view for context, Day view when it is busy.
- Read the notes before someone arrives. Preferences are recorded there for a reason.
- Complete each appointment as it finishes. It records the payment and, if your shop pays commission, it is what your earnings are calculated from. An appointment left unmarked counts as work you did not do.
If something goes wrong
The link says it expired. Ask your manager to send a new invitation.
Wrong email address. They cancel the invitation and send another.
You forgot your password. Use Forgot your password? on the login page. See Logging In and Passwords.