User Guide

BookedMe Guide for Organization Owners

Run a team on BookedMe: invite employees, assign jobs, track hours and mileage, and keep every payment flowing to you.

1.What an Organization Is

An organization turns your BookedMe account into a small team. You stay the owner: clients book on your page, all payments come to you, and you assign each job to an employee. Employees get their own logins to see their jobs, clock in and out, and chat with you — but they never see money.

You (owner): booking page, payments, pricing, assignments, pay report.
Employees: assigned jobs, job notes, time clock, mileage, chat.

2.Create Your Organization

On Profile, scroll to the Organization card and give your organization a name. Your account becomes the owner account; everything else keeps working exactly as before.

Create organization card — Profile → Organization: name it and click Create Organization.

3.Invite Employees

From Profile → Organization, enter an employee's email and click Send Invite. They get an email link to create their own login under your organization.

Organization management card — The Organization card: member permissions, invites, your team list, and pending invites.

Member permissions

The checkboxes control what employees can manage themselves:

Schedule & availability — let employees set their own hours, or turn off to manage them yourself.
Services & pricing — usually off; you control the service menu.
Booking-page profile — whether employees can edit their own public page.
Shared service menu — one menu (yours) applies to the whole organization.
Member booking pages — off by default so all client bookings and payments flow through your page.

4.Assign Jobs to Employees

When a client books (and pays their deposit) on your page, the job appears in Bookings. Open it and use the Assign to dropdown to hand it to an employee, with notes they'll see — gate codes, focus areas, anything.

Owner bookings list — All organization bookings in one list.

Booking detail with balance and payment actions — The booking detail — client info, deposit collected, balance due, and every payment action.

Assigning a booking to an employee — Scroll to Assign To Employee: pick the employee, add job notes, and save. The employee sees the job immediately.

5.Job Completion Flow

Employees mark a job complete when they finish. Completed-but-unreviewed jobs are flagged for you with a badge, so nothing slips through:

Completed job — A job the employee marked complete. Collect the balance with a payment link, QR, card entry, or mark it paid.

Employee finishes the job → taps Mark Job Complete.
You see the ✓ Job done badge in Bookings.
Collect the balance: Email Payment Link, Payment QR, Accept Card Payment, or Mark as Paid for cash.

6.Time & Pay Report

Employees clock in and out from their own dashboards. The Time page gives you a pay report for any date range: hours worked (lunch deducted), pay at each employee's hourly rate, miles driven, and mileage reimbursement.

Owner time & pay report — Hours, pay, miles, and mileage reimbursement per employee — plus year-to-date totals.

Set each employee's hourly rate — used to compute pay automatically.
Set your mileage rate (defaults to the IRS rate) for reimbursement.

Use the date filters to run a report per pay period, then pay employees however you normally do — BookedMe does the math.

7.Organization Chat

Organization Chat is a private message thread between you and each employee — job questions, schedule changes, day-to-day coordination without giving out your personal number.

8.Services & Pricing

You control the service menu clients book from. With shared service menu turned on, your services apply across the whole organization.

Services page — Your service menu — names, durations, prices, deposits.

9.Revenue

All client payments — deposits and balances — land in your Stripe account. The Revenue page tracks it all. Employees never see this page.

10.Your Booking Page

Clients book on your organization's page just like with any provider — pick a service, choose a time, pay the deposit.

Public booking page — The client-facing booking page for your organization.