Adding team members allows you to assign services to the right employees, and create a service list that is simple for your clients and team to navigate when booking and scheduling appointments.
Invite team members to create an account
The easiest way to add team members is by inviting them to set up their accounts via email.
- Go to Business settings and select Team members.
- Click on Add a team member and select Invite via email.
- Choose the permission level you’d like to assign to the team member from the drop-down.
- Add the First name, Last name, and Email of the team member.
- To invite another team member to join with the same permission levels, click on Add next email and enter the same information as above.
- Once you’ve added all of the relevant team members, click Send to invite them to join. We’ll send them an email with a link to set up their account. The link will expire after 7 days.
Click here for more information on how team members set up their accounts using the email link.
NOTE: Only team members with a high permission level can add, edit, or delete team members from your account. Once a team member has set up their account, you’ll still need to add the rest of their details manually if they have low or medium permissions.
Add team members manually
Bookable team members
To create an appointment, you’ll need to set up bookable team members that can perform your services. You can invite team members to create and set up an account themselves via email or add their details manually.
- Go to Business settings and select Team members.
- Click on Add a team member and select Add manually.
- Once selected you can start adding the following information:
- Basic info - You’ll need to include the team member's First name, Last name, job title, and any other information you think might be useful. All fields are optional except for the first name.
- Contact - Email and mobile number.
- Employment - The team member's start date and end date (where relevant).
- Works at - If you have multiple locations, you'll need to click
next to the locations where this team member works.
- Booking - Use the toggle
to allow this team member to receive bookings on the calendar.
- Calendar colour - Choose a colour for this team member so they can easily spot their appointments in your calendar.
- Services - Click Edit and select the services this team member is able to offer.
- Commission - Decide how much commission this team member makes.
- Team permissions - Choose what level of access you'd like this team member to have. Click here for more information on setting your permissions.
Once you’re happy with the information provided, click Save.
PRO TIP: You only need to include their email address if you'd like them to receive Notifications and/or have individual login access.
NOTE: You can add a new team member using their first name only. To update their profile at a later date, go to Team members and click on the name of the team member you’re making changes to.
PRO TIP: To rearrange the order of your team members as they appear on your calendar and online bookings, click Options , select Change the order and click and drag the team member's name to the desired position.
Non-service providers (admins and receptionists)
If your team member is not a service provider, but an admin or a receptionist, you can remove them from being bookable on the calendar.
When adding a non-service provider, follow the same steps outlined above but make sure you disable the toggle next to Allow calendar bookings.
PRO TIP: If you're using desktop, switch between a grid or list
of your team members and use the email
or phone
for quick and easy access to their contact information.
NOTE: Extra information can be added to your team member details within the notes. This information is optional and for internal use only.
