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Setup your Team Members

Team members are your resources, each team member is provided with their own calendar and commission tracking

Setup Team Calendars

If you created user accounts for your employees, you were presented with the option to make them available for scheduling. This creates a team calendar for that user, if they do not have a user account or you forgot to check that box follow along here.

  1. Navigate to the Settings Tab.
  2. In the settings tab dropdown menu you should see Team, select Team.
  3. This will open an additional dropdown menu, select Team Calendars.
  4. You will be directed to your Calendar &  Resource settings page.
  5. At the top of the page select Edit on the department/category they will be working in.
    1. You may only have one category, additional can be added by your account manager.
  6. You are now on the resource page, here you can see all your current resources.
  7. At the top select the blue button "+ Resource"
  8. In the resource creation screen you will be presented with various required and optional inputs as follows:
    1. Name (Required)
    2. Double Booking - Allows for multiple bookings for this specific resource simultaneously
    3. Bookable Online - Allows for customer selection of this resource when they select their service online.
    4. Commission Percentage - Important if you will be tracking commission