STAFF MANAGEMENT

Manage your team from one dashboard

Add team members, assign roles, set permissions, and track activity. EquipDash gives each staff member the access they need — and nothing they do not.

GENERAL
Dashboard
AI Assistant
OPERATIONS
POS
Calendar
Bookings
SERVICES
Rentals
Experiences
Store
MANAGEMENT
Customers
Team + Invite Member
All Members Roles Activity Log
Search team...
Role ▾
NAME ROLE LOCATION STATUS
AD
Alex D.
Admin All Active
SM
Sarah M.
Manager Main Active
KR
Kai R.
Guide Main Active
LT
Liam T.
Guide Marina Active
JB
Jake B.
Front Desk Main Active
RP
Rachel P.
Warehouse Main Active
TN
Tom N.
Guide Marina Invited
EK
Emma K.
Front Desk Main Inactive
SM
Sarah Mitchell
Manager · Main Store
PERMISSIONS
Bookings Full Access
Customers Full Access
Reports View Only
Settings No Access
Last active: 12 min ago
Team Overview
6
Active
1
Invited
4
Roles

Free 21-day trial of all features, no credit card required.

Complete platform with online rental store and mobile app.

Easy setup with access to support and onboarding specialists.

Staff team in winter gear
Role Permissions
Guide
View Bookings
View Customers
Edit Settings
View Reports

Roles and permissions that fit your business

Create roles like admin, manager, front-desk, and guide. Set which features each role can access — bookings, reports, settings, or customer data. Adjust at any time.

Team invitations and onboarding

Invite new team members by email. They create their own login and get access based on their assigned role. Revoke access when they leave.

Invite Team Member
Send an invitation email to get started
First Name
Tom
Last Name
Nguyen
Email
tom@example.com
Role
Guide
Location
Marina
Send Invitation
Invitation Sent
tom@example.com · Guide role
Awaiting account setup...
Activity Log
SM
Sarah M. created booking #1249
2 min ago
KR
Kai R. checked in Megan Allen
15 min ago
JB
Jake B. processed return for booking #1243
28 min ago
SM
Sarah M. cancelled booking #1241
45 min ago
RP
Rachel P. sent SUP to workshop
1 hour ago
Today's Activity
24
Actions
5
Staff
0
Issues

Activity logs for accountability

See who created, modified, or cancelled a booking. Activity logs track every action by user, so you always know who did what and when.

EXPLORE MORE FEATURES

All-in-one solution that runs your entire business

The ultimate all-in-one solution that runs your entire business from one dashboard.

  • Bookings
  • Customer Experience
  • Resource Management
  • Operations
  • Dash AI
  • Scheduling & Logistics
  • Integrations

Bookings made easy

Online booking, POS, and automated workflows keep customers booking and you stress-free.

  • Online Booking
  • Booking Management
  • POS Management
  • Refund & Cancellation
  • Waitlist Management
  • Workflow Automation
  • Secure Payment
Bookings
All 234 Rentals 188 Experiences 46
Booking # Date Customer Status
#132 Mar 5 David Green Confirmed
#131 Mar 4 Sarah Chen Picked Up
#130 Mar 3 James Walker Cancelled
#129 Mar 2 Megan Allen Confirmed
#132 David Green Confirmed
Mar 5 — Mar 7, 2026
Items
Snorkel Set Adult · x2
$48.00
Beach Umbrella Large · x1
$25.00
Total $73.00

Delight your customers, drive loyalty

Build lasting relationships with CRM, digital waivers, loyalty programs, gift cards, and automated campaigns — all from one dashboard.

  • CRM
  • Reviews & Surveys
  • Promotions and Campaigns
  • Gift Cards & Vouchers
  • Digital Waivers
  • Custom Forms
Customers Search
ID Name Email Last Booking
165 Rachel Torres rachel@mail.com Feb 28
164 Kevin Park kevin.p@mail.com Feb 25
163 Lisa Chang lisa.c@mail.com Feb 22
162 Mark Johnson mark.j@mail.com Feb 18
RT
Rachel Torres rachel@mail.com
12 Bookings
$1,840 Spent
3 Waivers
Waivers Signed
Liability Waiver Feb 28
Equipment Release Jan 15
Submit
COUPON
Get 50%
For your first purchase.
F1R5T Claim

Full control over every resource

Track inventory across locations, coordinate guides, manage product and experience catalogues, and plan for seasonal demand — all in real time.

  • Inventory Management
  • Guide Management
  • Product Catalogue
  • Experience Catalogue
  • Season & Schedule
  • Store Catalogue
Products
Product Name SKU Category Status Price
Stand Up Paddleboard SUP-01 Water Active $89
Snorkel Set SNK-04 Water Active $24
Beach Cruiser Bike BK-12 Land Low $35
Kayak Single KY-08 Water Active $65
Stand Up Paddleboard
SKU: SUP-01 Active
Availability by Location
Main Beach 8 available
Harbor Point 2 available
Variants
10ft All-Around 12ft Touring

Run your business smarter, operate flawlessly

Manage your team, maintain equipment, track performance with real-time reports, and connect your favourite tools through integrations.

  • Asset Equipment & Maintenance
  • Reports & Insights
  • API & Integrations
Dashboard This Month ▾
Revenue $12,480 +18%
Bookings 156 +12%
Active Customers 89 +8%
Revenue by Week
W1
W2
W3
W4
Today's Roster
JM
Jake Miller Guide · 8am–4pm
AL
Amy Lee Front Desk · 9am–5pm
TC
Tom Carter Maintenance · 7am–3pm

Work smart, not hard with intelligent features

EquipDash's Dash AI uses intelligent technology to streamline operations, reduce manual work, and help you make smarter business decisions.

Explore All Features
Dash AI Your intelligent assistant
Good morning! I noticed 3 bookings need attention today. I've also prepared your daily summary.
Show daily summary Revenue insights Check inventory
Quick Actions
Create Booking
Today's Bookings
Check Inventory
Usage this month
325 / 500 queries

Plan smarter, operate seamlessly

Build guest lists, generate trip manifests, and roster staff across locations — so you are always prepared, even during your busiest weeks.

  • Guestlist & Manifest
  • Staff Rostering
  • Calendar
Calendar This Week ▾
Mon
SUP x4
Snorkel
Tue
Kayak
Wed
Bikes x6
Dive
SUP x2
Thu
Kayak x3
Fri
Snorkel
SUP x5
Sat
Bikes x8
Dive
Sun
Kayak
Guest Manifest
Sunset Snorkel Trip Wed, Mar 5 · Guide: Jake M.
David Green +1 guest
Sarah Chen
Megan Allen Pending

Connect the dots with the tools you love

Stop wrestling with disconnected systems—EquipDash brings it all together.

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HubSpot

HubSpot

QuickBooks

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Xero

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Expedia

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Shopify

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Zapier

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WordPress

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FREQUENTLY ASKED QUESTION

What would you like to know about EquipDash?

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

Contact Us

Can I set different permissions per role?

Yes. Define exactly which features each role can access — view bookings, edit settings, run reports, manage inventory, etc.

How do I add a new team member?

Can I see what staff members have done?

Can I have multiple admin accounts?

Can I revoke access instantly?

Is there a limit on team members?

Get your team set up in minutes

Start your free 21-day trial and invite your team today.