What is the difference between the Team page and Team access?

The Team page manages public-facing profiles for instructors and hosts shown on your listings. Team access manages who can actually log in to your dashboard and what they are allowed to do there.

Can a staff member invite other team members?

No. Only the account owner and managers can send invites. Managers can only invite and manage staff, not other managers.

Does adding someone to my listings roster give them dashboard access?

No. Roster entries on the Team page are guest-facing profiles only. A separate invite through Team access is required for an actual login.

What happens to an invite that has not been accepted yet?

It shows a status of invited until the person accepts. You can remove a pending invite the same way you would remove an active team member.

Team & Account

Adding Co-Hosts and Team Members to Your Account

Finding Retreats has two different features that both get called "team," and it helps to know which one you need before you start.

Two kinds of team

The Team page is a roster of the people who actually run your sessions: instructors, co-hosts, or other staff who guests will meet. Entries here show up on your listings, not in your dashboard's login system. The Team access page is different. It controls who can log in and help you manage bookings and messages from the dashboard itself.

Adding someone to your listings roster

From the Team page, click Add Team Member. You will fill in:

First and last name, plus an optional avatar photo
A role or title
Email and phone number
A bio guests can read, covering the person's background, qualifications, and expertise
Certifications, added as tags (for example RYT-200 or MBSR Certified)

None of this gives the person a login. It is purely the profile guests see when they book a session with that instructor or host.

Giving someone a login: team access

If you want someone to actually log in and help run the account, go to Team access instead. Click Invite, enter their email address, and choose a role. Only the account owner can invite a manager; owners and managers can both invite staff.

Roles and what each one can do

Owner: full control of the account, including the ability to invite or remove managers and staff
Manager: manages bookings and messages, and can invite or manage staff, but cannot re-role or remove another manager
Staff: bookings and calendar access, view only

An invited member shows as "invited" until they accept, then moves to "active."

Removing someone from your team

To remove an instructor's public profile, edit or delete their entry from the Team page. To revoke someone's dashboard access, go to Team access and remove them from the list there. These are separate actions: removing dashboard access does not delete their listing profile, and removing a roster entry does not affect any login they may have.

Related help

For more detail on inviting people to your dashboard and removing them later, see the help-centre articles "Add team members" and "Remove a team member."

Frequently asked questions

What is the difference between the Team page and Team access?: The Team page manages public-facing profiles for instructors and hosts shown on your listings. Team access manages who can actually log in to your dashboard and what they are allowed to do there.
Can a staff member invite other team members?: No. Only the account owner and managers can send invites. Managers can only invite and manage staff, not other managers.
Does adding someone to my listings roster give them dashboard access?: No. Roster entries on the Team page are guest-facing profiles only. A separate invite through Team access is required for an actual login.
What happens to an invite that has not been accepted yet?: It shows a status of invited until the person accepts. You can remove a pending invite the same way you would remove an active team member.

← Team and Account