How to Create Team User Accounts
Creating a user account will provide access to the system for your employees.
To clarify before we get started, when setting up accounts for your employees there are two options you have.
Creating a user account will provide them access to the system with restrictions based on the permissions you've set for them, the user account creation will allow you to create a team calendar for them as well.
The team calendar is what will account for there commission and allow a place for their appointments to live, this is separate from a user account.
A user can have an account without a team calendar if they aren't performing services there is no need for a team calendar. This goes the other way as well, you can create a team calendar for your employees without creating a user account for them, this would require you to manage their appointments but they will still be there in the system without having access to the system.
Setting Up New Users
- Navigate to the Settings Tab, within the settings tab you should see "Team", open this menu and select "Users".
- This will bring you to your users page where you will see all your current users.
- To create a new user click the blue button, + New User.
- Fill in the following Information as required.
- First & Last Name (required)
- Email (required for account creation)
- Title & Years in Business (optional)
- Phone number (required if using text notifications)
- Member description (optional)
- Important: If this employee will be performing services, be sure to check off, Make Available for Scheduling.
This will make sure a team calendar is created for this user and will save you a step.