Workspace setup
Invite colleagues and set up team bookings
Invite staff, choose their workspace roles and set up one-host, round-robin or collective meetings.
Before you start
You must be a workspace owner or administrator to invite staff. Your plan limits how many hosts you can add.
On this page
1. Invite a colleague
- Open Team and find Invite a colleague.
- Enter Colleague’s email and choose a Workspace role.
- Choose Send invitation. Your colleague opens the link in the email, verifies their account and accepts the workspace invitation.
2. Choose the right role
- Staff host: hosts appointments and manages their own calendar connection. This role has fewer workspace management controls.
- Administrator: helps manage the workspace and its team. Only the workspace owner can invite an administrator.
- Workspace owner: manages owner-only tasks such as Billing. Inviting a colleague does not transfer ownership.
3. Choose how bookings are assigned
Open a meeting type and use Host assignment. Choose the option that matches the appointment:
- One host: an appointment with one particular host.
- One available host: round-robin bookings across selected staff. Choose who can host; each booking goes to one available person.
- All selected staff: collective bookings when all required colleagues are free. Select the required staff; the first selected person leads the call.
If a colleague or time is missing
- Check the invitation was sent to the correct email address and has been accepted.
- Check the colleague has connected and selected a calendar that allows bookings.
- For collective meetings, check every required person is free and the participant limit leaves room for the customer.
- Check how many hosts the Team plan includes if you need more staff hosts.