Getting started with your team helps you collaborate smoothly by inviting members, assigning permissions, and setting everyone up for success. This ensures your whole practice can work together efficiently from day one.
Learn how to:
Create a new team member
Manage your team
Personal
Permissions
Service & Availability
Creating a new team member
Go to "Your team" on the left side menu.
Click "+ New team member" in the top right corner.
Fill in the required information and hit "Create."
Your Team tabs
Personal
When clicking on any team member, you will first land in their "Personal" section. You can edit your team member information as needed by clicking the "Edit" option.
Permissions
In the "Permissions" section, you can see "Permissions" and "Assigned Clients."
Use "Permissions" to grant personalized permissions and access.
Select the permission(s) you want to edit, and choose an option. To finish, click save.
Learn more about permissions here.
"Assigned Clients" shows the clients assigned to this team member. If you want to assign a new client, click "+ Assign clients" and select the client.
Services and Availability
If you want to add or remove any assigned service to a team member, click "Edit" and check or uncheck any services.
The second option is "Date Specific hours". Here you can add dates when your availability changes from your scheduled hours, or when you offer a service on a specific date.
If you want to add a new date override, you just need to click on "+ New date override", add the information, and save it.
The last option is "Availability," where you can add the availability for this specific team member.
If you want to add a new schedule, click the "+ New" option, select the days of the week you'll be providing service, and save it.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.