For a quick overview, check the Adding resources video guide.
Guests are users with account access who do not appear on the Schedule. You can have unlimited guest users in Float who can view or edit your Schedule for free.
Inviting a guest
The Account Owner or Admins can add guests from the Guests tab of the Team settings. To send the invite, add the guest’s name and email address, and assign them access rights.
Switching a person to a guest
As your team structure and scheduling needs change, you may want to switch a person on the Schedule to a guest profile instead.
If you see the error "Email already in use by a person on this team. Please try another." it means that a profile on the Schedule is already linked to this email address. To add an already existing team member as a guest, you need to archive them and remove the email address from their profile.
💡 Here's a tip: Account Owners who do not need to have any work scheduled, can remove themselves from the Schedule by selecting Actions > Move to archive from their profile. If the Account Owner deletes their own profile from the People page, they will be made a guest on the team.
Resending the guest invite
The invite to log in for the first time expires after seven days. On the Pending invites tab, you can edit or resend the guest invite.
Editing and deleting guests
You can edit or remove your team's guests in the Guests tab of Team settings.
Switching a guest to a person
With time, as your team grows, you may want to start scheduling for your guest team members as well.
When adding a new person to the Schedule, you might come across the "Email already in use by a guest on this team. Please try another." message. To add a user who has previously been a guest to your team's Schedule, you first need to remove them from the Guests list.