TEAM ACCESS
Filter shared appointments by staff member, check workloads, and keep the owner view clear as the business grows.
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Team access questions
Offlico lets a business owner see a shared team calendar and filter appointments by staff member. The full owner view shows the whole day across the team, while staff filtering makes it easier to check one person’s workload, visits, and gaps without digging through a crowded diary.
Offlico lets owners keep the full team view while giving staff access to the work and calendar details they need.
The main capabilities include: Invite team members with their own login; Set access levels per person; Staff see their own calendar and relevant clients.
First, give staff their own access rather than sharing one account. Then, move between the whole team diary and an individual staff member’s appointments. Finally, use access levels so people see the right parts of the business workflow.
When a business grows beyond one person, calendar visibility becomes harder. Owners need the full team picture, but they also need to isolate one staff member’s day quickly. Team access keeps appointments, staff calendars, and owner visibility organised without everyone sharing the same login or muddling the diary.
Yes. It sits in the same Offlico workspace as bookings, clients, appointments, payments and day to day admin, so the information stays close to the job instead of becoming a separate record.
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