Each business has one join code and one join link, for example teamna.app/join/BLUE-2026. A member opens the link, signs in with their mobile number, and joins your business. The code does not change.
Teamna shows the words of your business. A swimming academy sees Parents and Coaches. A pilates studio sees Clients and Instructors. This article uses member and staff.
Before you invite
Set up your sessions and your packages first. Then members see a real schedule and real prices when they join. The setup step Invite opens only after these two steps.
Import your members first if you can. A member whose mobile number is on your list joins at once. Other people wait for your approval. See How do I import my members from a CSV file?.
Find your join link
- On the web: on Home, open the setup step Invite with your word for members. The page shows the Join code and the link. Select Copy link.
- In the mobile app: open Settings. The Join code card has a Share button.
Paste the link in your WhatsApp group, or send it to each member.
Send invites from Teamna
Teamna can send the invite on WhatsApp to the members on your list who did not join yet.
- During setup: on the Invite step, select Send. After that, the page shows who joined and who did not join yet.
- At any time: open your members page and select the filter Not joined yet. Select Send invites. Choose the members, or select Choose all ready. Then select Send invite.
If WhatsApp is not connected for your business, Teamna shows "WhatsApp is not connected yet" and sends no message. It only records the invite. Copy the link and share it yourself.
What the member does
- The member opens the link. The page says "You have been invited to join" and the name of your business.
- The member selects Continue on the web and signs in with their mobile number.
- Teamna adds the member to your business. No app is necessary.
A member can also type the code. On the web, they open Profile and select Join with a code (or Join another business). They type the Invite code and select Join.
Approve people who are not on your list
When a person joins with a mobile number that is not on your list, they wait for you.
- On the web: on Home, the To do list shows how many people joined with your code. Select Check, then select Approve or Decline for each person.
- In the mobile app: open New participants. The card Members waiting has Approve and Decline.
The member gets a message when you approve them.
Invite your staff
- In the menu, open Team, then Staff.
- Under Add by number, type the Name and the Mobile number.
- Select Add and invite as with your word for staff (for example Add and invite as coach), Add and invite as front desk, or Add and invite as admin.
Teamna sends each person a WhatsApp message with a personal link. If the message does not arrive, open the person and copy the link from the Invitation panel.
To change the role of a person, select the role in the Role column of the team list.
What each role can do
- Owner and Admin: everything in the business.
- Staff (your word, for example coach or instructor): the schedule, the lists of their sessions, attendance for their own sessions, and messages.
- Front desk: books a member into a session, records a cash or bank transfer payment, checks people in at every session, and approves people who joined with your code. The front desk cannot change packages, rules, the timetable, the team, billing, payouts or the bank account. On the web and in the mobile app, the front desk sees only these pages.