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How-to • Retreat host

Add team members and assign roles

Invite teammates and choose what they can do in your host account.

Team access lets a co-host, assistant or booking manager sign in with their own email and work on bookings, messages and the calendar with you. They never see your listings, payouts or business settings.

The Team access page listing everyone with access and their role

Invite a team member

  1. Open

    Team access

    in your host dashboard.

  2. Click

    Invite a team member

    .

  3. Enter their email address and choose a role:

    Manager

    or

    Staff

    (see below).

  4. Click

    Send invite

    . They appear in the list with the status

    Invited

    .

  5. They receive an email from Finding Retreats with a secure sign-in link. Clicking it signs them in and adds them to your team, and their status changes to

    Active

    . If they don't have a Finding Retreats account yet, one is created for them automatically.

Roles

  • Owner

    — you. Full access to everything, including listings, payouts, business details and tax settings. There is exactly one owner per host account.

  • Manager

    — bookings and booking requests, guest messages, calendar and the sales overview. Can also invite and remove team members and change their roles.

  • Staff

    — bookings and booking requests, guest messages, calendar and the sales overview. Cannot manage the team.

Neither Managers nor Staff can create or edit listings, or see payouts, bank details, business details or tax information.

Change someone's role

On the Team access page, pick the new role from the dropdown next to their email. The change applies straight away.

Tips

  • If the invite email doesn't arrive, ask them to check spam, then send the invite again to the same address. A fresh sign-in link is issued each time.

  • Someone who already runs their own host account on Finding Retreats can't join your team with that email. Invite a different address instead.

  • The Team section on a listing (teachers and facilitators shown to guests) is separate from Team access. Adding someone there does not give them a login.