How to manage appointments across several staff

Every provider has their own schedule and link, while the team calendar shows everyone together.

Management for business

Managing appointments for a team gets easier when each person has their own provider profile, with a weekly schedule and a calendar, and you can see the whole team in one view.

Each team member who takes bookings is added as a provider, with a weekly schedule, exceptions and days off under “Availability”, and optionally a limit on appointments per day. Every service appears for every provider, because services can’t be assigned to individual people.

Clients can choose a particular provider on the booking page or use “Any available person”, which picks the provider with fewer bookings and can be switched off in the public-page rules. Each provider also has a separate booking link you can share.

The team calendar shows all providers together, with visibility set for your business: client names, only your teams, selected colleagues or private. Access is set per panel member by section and action, or as full access, and members with the right permissions can create bookings by hand.

Reports for the last 30 days include a table per provider with the number of bookings and total duration. There are no shift plans or occupancy figures. When someone leaves, stop using their provider profile and deal with their existing bookings yourself.

Key points

  • ✓A weekly schedule, exceptions and days off for each provider
  • ✓A separate booking link for every provider
  • ✓Team calendar visibility and permissions set per member

Common questions

How many staff members can I add to the system?+

Plan limits count panel users (5, 10, 20 or 40 depending on the plan), not the people who have a calendar. The pricing page has the details of each plan.

Can staff create appointments by hand themselves?+

Yes, if their permissions allow it. You can give each team member different rights for each section and action.

More guides to read

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