Approve and manage people

Approve a new member

New sign-ups can't book until you approve them.

1. Go to People.
2. Find the person. New sign-ups show as waiting for approval.
3. Click Approve.

They get an email and can then choose a membership and book.

Add a member yourself

Use this for someone who hasn't signed up, for example a new tenant you've agreed terms with.

1. Go to People and click Add Member.
2. Enter their first name, last name and email, plus phone and company if you have them.
3. Click Add.

They're approved straight away and get an email inviting them to set a password.

Give someone admin access

1. Go to People and open the person's menu.
2. Click Promote to Admin.

To take it away, choose Remove Admin. You can't remove your own admin access.

Remove someone who has left

Use this when a member leaves. Their history stays in your records.

1. Go to People and click the person.
2. Under Remove or delete, click Remove from organisation.
3. Check what will happen, then click Remove.

What happens:

• They can't sign in to your workspace or book.
• Their upcoming bookings are cancelled. A booking that's already running ends today. Guests invited to their room bookings get a cancellation email.
• Past bookings and payments stay, so your revenue figures don't change.

To see removed people, click Removed at the top of the People list. To bring someone back, open them and click Re-add to organisation. They can then sign in again with their old password.

Delete someone permanently

Use this for test accounts, or when someone asks you to delete their data. It can't be undone.

1. Go to People and click the person.
2. Click Delete permanently.
3. Type their email address to confirm, then click Delete permanently.

What happens:

• Their profile and all their bookings in your workspace are deleted.
• Their login is deleted too, unless they also belong to another workspace.
• Any payments stay in Revenue under "Deleted member", because financial records must be kept.
• Anything already in Stripe stays in Stripe.

Delete a waitlist entry or an unanswered invite

Use this for people who joined the waitlist or were invited but never signed up, for example test entries. It can't be undone.

1. Go to People and click the person marked Waitlist.
2. Under Delete, click Delete permanently.
3. Type their email address to confirm, then click Delete permanently.

What happens:

• Their waitlist details and any invitation are deleted.
• Sending an invite creates a login for them. If they never joined any workspace, that login is deleted too.

If the person also shows as a member (for example Awaiting Payment), open their member record and use Delete permanently there instead. That removes their waitlist entry as well.

Statuses on the People page