How to Add Staff to a Bookings Calendar

This article explains how to add staff to a Bookings Calendar.

  1. Click on Staff.

Staff button

  1. Select Add new staff.

Add new staff button

  1. Search for the name of the person you would like to add.
    1. Once the person has been put in, the email, phone number, and initials should be filled automatically.  If they are not, you can change them.

Add staff search window

  1. Select the permissions you would like to set for the staff member:
    1. Administrator – Can edit all settings on the Calendar.
    2. Team Member – Can manage their own bookings.
    3. Scheduler – Can manage bookings on the Calendar, but only have read access to all other settings
    4. Viewer – Can see all bookings but have read only access to everything else.
    5. Guest – Can be assigned to bookings but can’t open the booking mailbox.
  2. The next check box (shown below) specifies that whenever the member has been booked with an appointment or an appointment has changed, he or she will get an email.

Notify staff member check box

  1. Availability refers to the availability of this specific person. It defaults to the business hours but can be modified.
    1. It can be set to note the personal calendar of the staff member for availability.

Availability options window

Details

Article ID: 279
Created
Mon 3/14/22 12:42 PM
Modified
Wed 6/7/23 3:01 PM