Add your instructors and other staff to Hopoti, give each person only the access they need, and choose which staff riders see on your Hopoti page. You need Administrator permissions to change staff.
Before you start
You can only add people who already have a Hopoti account, using the email address they log in with. Someone without an account registers first with your staff registration link from Settings > Staff.
Add a staff member
Go to Settings > Staff.
Under Add personnel, type the person's Email.
Type a Job title, for example Instructor.
Choose their Permissions. New staff get Administrator unless you change it.
Set Public to On to show the person under Personnel on your Hopoti page, or Off to hide them.
Select Add.
The person is now on your staff list and sees your stable's admin side with the access their permissions allow. If Hopoti doesn't add them, they haven't registered yet, or they registered with another email address.
Staff have one of three permission levels:
Permissions | What they can do | Good for |
Administrator | Everything, including Archive and Settings | Owners and managers |
Instructor | Everything except Archive and Settings | Instructors who change bookings and lessons |
Restricted instructor | No Archive, Cards, Invoices or Settings. Events and Clients are read-only. They can still assign horses and add Horsecare entries. | Instructors who don't need to change bookings or lessons |
Change or remove a staff member
Change permissions, job title or Public: in Settings > Staff, change the person's row and select the tick (✓) at the end of the row to save it.
Remove a staff member: select the cross (✕) at the end of their row. They lose access to your stable's admin side.
Change the order of your staff: select Order, drag the names into order and select Save.
Two situations need an extra step:
If the person doesn't have a Hopoti account yet
If the person doesn't have a Hopoti account yet
In Settings > Staff, select Share a registration link for staff members.
Send the link with Copy, Email address or Messenger.
Wait for the person to register with the link. Every administrator at your stable then gets an email.
Add the person under Add personnel with the email address they registered with.
The link alone doesn't make anyone staff: an administrator always adds them.
If instructors should get booking and cancellation emails
If instructors should get booking and cancellation emails
In Settings > Settings, open Business emails, tick Send the same emails also to instructors directly. under Booking and cancellation email and select Save. The instructors selected on each lesson then get its booking and cancellation emails. See Automatic emails for your stable and your riders.
If a staff member can't do something
They can't see Archive or Settings: only Administrator staff can. Change their Permissions if they need these pages.
They can't change a booking or a lesson: Restricted instructor staff can only view Events and Clients. Change them to Instructor.
They don't show on your Hopoti page: switch Public on and select the tick (✓) in their row.
Still stuck? Message our team in the chat with your business name, the staff member's email address and what they can't see or do.