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Getting Started with Your Team
Updated this week

This article will show you how to add employees to your workspace, as well as guide you through setting them up once they've been added.

Getting Started with Your Team in Carepatron

  • Create a new team member.

  • Your Team

    • Personal

    • Permissions

    • Service & Availability


Creating a new team member:

  1. Go to "Your Team" on the left side menu.

  2. Click "+ New team member" in the top right corner.

  3. Fill out the information required and hit "Create"


Your Team Tabs

Personal

  1. When clicking on any team member, you will first land in their "Personal" section. You can edit your team member information as you need by clicking on the "Edit" option.

Permissions

  1. In the "Permissions" section, you will be able to see "Permissions" and "Assigned Clients"

  2. Use "Permissions" to grant personalized permissions and access.

  3. Select the permission(s) you want to edit, and choose an option. To finish, click save.

    Learn more about permissions here.

  4. "Assigned Clients" is where you can see the assigned clients for this specific team member. If you want to assign new clients, click "+ Assign clients" and choose the client in question.

Services and Availability

  1. If you want to add or remove any assigned service to a team member, click "Edit" and check or uncheck any services.

  2. The second option is "Date Specific hours". Here you can add dates when your availability changes from your scheduled hours or to offer a service on a specific date.

  3. If you want to add a new date override, you just need to click in "+ New date override", add the information and save it.

  4. And the last option is "Availability" and it is where you can add the availability for this specific team member.

    If you want to add a new schedule, you need to click in "+ New" option and add the new schedule in the days of the week you'll be providing service and save it.


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