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FAQ: How to set up and manage different account types in Bookwhen

Answers to common questions about creating and maintaining different types of accounts

Written by Anni

Bookwhen supports different account types depending on whether you are booking events or organising them. Understanding how these accounts work helps you manage bookings and schedules more efficiently.

This article explains how to set up and manage different types of accounts in Bookwhen.


Types of Bookwhen accounts

Bookwhen supports two main account types:

  1. Booker account
    Used to make bookings as a customer. This account is linked to an email address and password.

  2. Organiser account
    Often referred to as a "business" account. Used to create and manage schedules, classes, and events. This account allows you to run your own bookings.

You can use the same email address to make bookings and manage schedules. If a password is already linked to your email, use the same details when setting up an organiser account.


Setting up an organiser account

To create an organiser account:

  1. Complete the business account form using your email address.

  2. Follow the steps to create your schedule and set up events.

  3. If your email is already linked to bookings, enter the same password when prompted.

Managing multiple organiser accounts

If you run more than one business or manage separate schedules, you may need multiple organiser accounts.

To manage these efficiently:

  • Use a different email address for each organiser account

  • Add your main email address as a team member on each account

  • Assign the correct team role, such as Account owner or Booking admin, based on responsibilities

This setup makes it easier to switch between accounts while keeping access through your main email.


Setting up a booker account

  1. Enter your email address and password:

    Booker signup page form with an arrow pointing at the email address field

  2. Select Sign up. This will take you through to a screen asking you to check your email inbox to verify your email address:

    Verification screen step of creating a booker account showing a log in button

  3. Select Confirm email address in the email:

    Account verification email with an arrow pointing at the 'Confirm email address' button

    • Make sure to check your spam/junk folder if you can't find the email address in your inbox.

  4. Once you confirm your email address, you will be redirected to a booker login page, where you can enter your email and password to log in to your customer portal:

    Booker login page showing email address and password fields


Frequently asked questions

Q: Can the same email be used for both booking and organising?

A: Yes. One email address can be used to make bookings and manage schedules. Use the same password linked to that email.

How do I manage more than one organiser account?

A: Create each organiser account using a different email address. Then add your main email as a team member on each account to simplify access.


Best practice tips πŸ’‘

  • Use clear account names to avoid confusion

  • Assign roles carefully to maintain secure access

  • Keep passwords secure and update them regularly


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