Want your whole team to manage reservations in Formitable on a single device without having to switch accounts? Shared accounts are the solution.

Every time a booking is created, cancelled or changed, the system will ask users to identify themselves. This saves time and helps you to keep track of who is doing what.

Setting up a shared account

Turn a normal account into a shared account with the flip of a button. 

  1. In Formitable, go to Settings > Users
  2. Select the account you want to make a shared account. For example info@restaurant.com
  3. At roles, enable Share with teammates

Using a shared account to manage reservations

If a user wants to make, change or delete a reservation they are asked to select their profile. Simply select the user to proceed. 

Tracking user activities with shared accounts

For every reservation you can see which user created the reservation, changed it, or cancelled it. You can find this information either in the restaurant activity tab or in the reservation activity tab.

Want to add more user profiles for staff members?

Shared accounts do not require email addresses for staff members. They just need access to the shared account.

  1. In Formitable, go to Settings > Users
  2. Click on the blue [+] button to create a new user
  3. Either fill in the email address or simply type in the name of a staff member
  4. Click Save

The new users can immediately be selected through the shared account.

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Nederlandse zoektermen: gedeeld account, account delen, meer mensen, meerdere medewerkers, accounts voor personeel

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