In Team Settings, you can view and change information about team members, integrations, your plan, and more.
The sections you can view and change depend on your account role:
Owner: Can view and change everything
Admin / Administrative Assistant: Can view most sections and change some settings
Member / Assistant / Light Member: Cannot view or change Team Settings
Related: Role in TimeRex
The instructions below are based on the permissions available to an Owner.
How to access Team Settings
Log in to TimeRex and open the Dashboard.
Click Team Settings in the header.
Select the section you want to view from the left side of the Team Settings screen.
Billing History is not displayed on the Free plan.
In a personal space, only Profile, Integrations, Activity Log, and Developer Tools are displayed.
Profile
Basic Profile
You can view the Team Name and Team ID.
In a personal space, you can view only the Personal ID.
Related: Change a Team ID or Personal ID
Billing Information
The information you enter here is shown on receipts and other billing documents.
If you use invoice billing, you can only view the information.
Payment-related emails are sent to both the email address entered here and the team owner's email address.
If the two email addresses are the same, only one email is sent.
Members
Members
You can invite members by clicking Invite members.
The invitation method depends on the team's plan:
Free plan: Generate an invitation link and share it.
Basic and Premium plans: Enter the email address of each user you want to invite, and TimeRex sends an invitation email.
On the Active tab, you can view the current team members and the services each member has connected.
The following information is shown for each member:
Name (Public Name)
Email
Role (Owner / Admin / Member / Light Member / Administrative Assistant / Assistant)
Zoom (whether Zoom is connected)
Meet (whether Google Meet is connected)
Teams (whether Microsoft Teams is connected)
Online Business Card (whether online business card integration is connected)
Timezone (the default timezone used when creating calendars)
Click a member's name to change their role or remove them from the team.
On the Invited tab, you can view users who have been sent an invitation email from TimeRex to join the team.
Click Resend invitation to resend the invitation email.
Click Delete to delete the invitation.
The Invited tab is available for teams on the Basic and Premium plans.
Related: Remove a member (Japanese)
Related: Change the Team Owner
Integrations
Chat Tools
Slack
When you connect Slack, you can receive Slack notifications when a booking is completed or canceled.
Related: Slack Integration
Chatwork
When you connect Chatwork, you can receive Chatwork notifications when a booking is completed or canceled.
Related: Chatwork integration
Microsoft Teams Chat
When you connect Microsoft Teams Chat, you can receive Microsoft Teams Chat notifications when a booking is completed or canceled.
Related: Microsoft Teams Chat integration
CRM
Salesforce
When you connect Salesforce, guest information can be sent to Salesforce when a booking is completed.
HubSpot
When you connect HubSpot, guest information can be sent to HubSpot when a booking is completed.
Related: HubSpot Integration
Automation / Developer Tools
Webhook
See Webhook under Developer Tools below.
Related: Webhook
TimeRex Scheduling API
See TimeRex Scheduling API under Developer Tools below.
Related: Scheduling API
Meeting Rooms
The menu is not displayed on the Free plan.
Meeting Rooms
When you connect meeting rooms, a room is reserved when a booking is completed.
Click Add meeting room to add rooms from Google Workspace or Microsoft 365 (Exchange Online).
Related: Meeting Room Integration
Connected Meeting Rooms
A list of connected meeting rooms is displayed. You can also check whether any integration errors have occurred.
Plan
Contract Details
You can view the following contract details and purchase additional licenses from this section:
Current plan: Free / Basic / Premium
Billing cycle: Annual / Monthly
Licenses: 1 or more
If you use invoice billing, you can also view your contract details.
Next Contract
You can view the next scheduled billing date (contract renewal date) and the details of the scheduled charge.
Click Change Plan to upgrade or downgrade your plan.
Related: Upgrade your plan (Japanese)
Related: Downgrade your plan (Japanese)
Click Automatic License Adjustment to adjust the number of licenses for your next contract.
Click Change Contract Period to switch the next contract between annual and monthly billing.
Payment Method
You can view your credit card information.
Click Change Credit Card to change the credit card.
Related: Change your credit card (Japanese)
Delete Team
You can delete the team itself from Delete Team.
Related: Delete a Team
If you want to stop using the Basic or Premium plan but continue using the team on the Free plan, downgrade the plan instead of deleting the team.
Related: Downgrade your plan (Japanese)
Deleting the team immediately removes access to it.
You will also be unable to view its calendars, so proceed with caution.
Billing History
The menu is not displayed on the Free plan.
You can view a list of credit card payment history.
Click View to open the receipt.
Related: View a receipt (Japanese)
Security
API Integration
Select whether to allow the API to retrieve team information.
If you select Don't allow, third-party apps will not be able to retrieve team information.
Activity Log
Use the Activity Log to view a history of actions performed within the team.
For details, see Activity Log.
Developer Tools
The menu is not displayed on the Free plan.
Webhook
With a Webhook, TimeRex can send a POST request to a specified URL when a particular event occurs.
For details, see Webhook.
TimeRex Scheduling API
With the TimeRex Scheduling API, you can add scheduling functionality to an application developed by your company.
Two authentication methods are available:
OAuth authentication
API key authentication
Related: Scheduling API