Team Member Roles in TidyCal
Updated: August 26, 2025
Overview
In a TidyCal agency account, team roles define what each member can do. Assigning roles helps you manage permissions, keep booking types organized, and ensure smooth team collaboration. With the right role, your members can work within their own booking spaces while you keep control of overall TidyCal team management.
In TidyCal, the agency owner can assign two roles: User or Admin.
Types of Roles
User
- Standard TidyCal team role with no special privileges
- Can only manage their own booking types and booking page
- Access depends on their individual license (Free or Paid)
Admin
- A higher-level role with extended permissions in TidyCal
- Unlocks advanced agency account features such as creating team booking types and assigning hosts
- Permissions are still limited by their active license (Free or Individual plan)
Admin Role Features
Admins gain access to different features depending on whether they are on a Free license or an Individual plan. These permissions impact how they can manage TidyCal booking types, video conferencing integrations (Zoom, Google Meet, Microsoft Teams), and payment options (Stripe, PayPal).
Why it matters: Choosing the right role helps you balance control and collaboration, prevent accidental changes, and streamline setup across your agency’s booking types.
| Feature | Admin (Free Plan) | Admin (Individual Plan) |
|---|---|---|
| Create a Team | ✗ | ✗ |
| Add members to Team | ✓ | ✓ |
| Assign roles to members | ✗ | ✗ |
| Create a Team booking type | ✓ | ✓ |
| Generate description with AI | ✗ | ✓ |
| Select video conferencing options | ✗ | ✓ |
| Phone call options | ✓ | ✓ |
| Custom location options | ✗ | ✓ |
| Paid bookings (Stripe / PayPal) | ✗ | ✓ |
| Enable Team-based booking types | ✓ | ✓ |
| Assign hosts | ✓ | ✓ |
| Set max bookings per period | ✗ | ✓ |
| Manually approve bookings | ✗ | ✓ |
| Ignore external calendar conflicts | ✓ | ✓ |
| Offer as multi-session package | ✗ | ✓ |
| Allow multiple attendees per time slot | ✗ | ✓ |
| Allow attendees to bring guests | ✗ | ✓ |
| Generate questions with AI | ✗ | ✓ |
| Redirect to custom page after booking | ✗ | ✓ |
| Custom calendar invite | ✗ | ✓ |
| Custom email reminders | ✗ | ✓ |
| Set custom reply-to address | ✗ | ✗ |
| SMS reminders | ✗ | ✗ |
| CC your team on booking notifications | ✗ | ✓ |
| Booking page theme | ✓ | ✓ |
| Enable private mode | ✓ | ✓ |
| List in public TidyCal Directory | ✗ | ✓ |
Important Notes
- Admin access applies only to the Teams they belong to.
- Paid bookings always use the Admin’s Stripe or PayPal account — each Admin must connect their own integration.
- Agency owners cannot edit booking types created by Admins, and Admins cannot edit booking types created by the owner or other Admins.
- Video conferencing options (Zoom, Google Meet, Microsoft Teams) are tied to the booking type creator’s integrations.
- Only the agency owner can assign or change member roles.
How to Assign an Admin Role
You can assign an Admin role when inviting a new member or by editing an existing Team.
- From your Agency dashboard, go to Teams.
- Locate and edit the Team where the member belongs.
- Scroll to the Members section.
- Use the dropdown next to the member’s email and select Admin.
- Save your changes.
Next steps: Explore team booking types, connect integrations, and set up Stripe or PayPal for paid bookings.