Settings & More

Team Management

Running a studio or working with other practitioners? Invite team members to share your client roster and split session tracking responsibilities.

Important

Team management requires the Studio plan ($49/month). You can invite up to 5 team members.

Inviting team members

Team settings page showing cancellation policy, visibility settings, and member list with invite form — Owners see the full team settings: cancellation policy, visibility controls, and the invite form

Go to Settings > Team

Open team settings from the sidebar.

Enter their email

Type the email address of the person you want to invite. They must already have a CountedIn account.

Click Invite

They'll be added to your team immediately. Next time they log in, they can switch to your team using the team switcher in the sidebar.

Switching between teams

If you belong to multiple teams (your own and one you've been invited to), you can switch between them using the team selector at the top of the sidebar.

Team switcher dropdown showing two teams with role badges — Click the team name in the sidebar to switch between teams. Your role is shown next to each team.

Your selection is remembered, so you'll stay on the same team when you navigate between pages or come back later. All data on the dashboard, client list, and settings updates instantly when you switch.

Team roles

Each team member has a role that determines what they can see and do:

Role	Can do
Owner	Everything: billing, Stripe setup, team management, settings, client management, revenue data
Admin	Client management, session logging, invite/remove members, cancellation policy, revenue data
Member	View clients, log sessions, view dashboard (revenue hidden by default)

Members see a simplified view: the Payments and Billing tabs are hidden, and they cannot invite or remove team members.

Team settings as seen by a member: read-only member list with no invite form or admin controls — Members see a read-only member list with no admin controls

Revenue visibility

By default, revenue data (monthly totals, payment history, revenue charts) is only visible to the team owner and admins. If you want your team members to see revenue too, you can enable it in the Team Visibility settings.

Team Visibility settings with Share revenue toggle — Toggle revenue sharing on or off for team members

Tip

Stripe account setup (Settings > Payments) and billing management (Settings > Billing) are always visible to the team owner only, regardless of this setting.

Shared data

All team members share the same client list, packages, and session history. When one team member logs a session, everyone sees the update in real time.

This means your front desk can log sessions, your other trainer can check a client's credits, and you can see the full picture on your dashboard - all using the same account.

Tip

Team members have their own login credentials but share access to the same client data. Each person can have their own notification preferences.

Removing a team member

To remove someone from your team, go to Settings > Team and click the Remove button next to their name. They'll immediately lose access to your client data. Sessions they logged in the past are preserved.

Notifications

Account & Billing