4appointments solutions · Team Management

Team management — a schedule per provider, a team calendar and role-based permissions

Each provider has their own schedule, days off and daily cap; the team sees shared calendars according to visibility rules, and rights are granted by section and action.

As the team grows, bookings need to be divided clearly between people. 4appointments lets you define providers with their own weekly schedule, exceptions, days off and blocks, and the client can pick a specific provider or the “Anyone available” option, which assigns the person with the fewest bookings. The application does not plan shifts and does not calculate occupancy; it offers a team calendar, permissions and basic per-provider reports.

Four tools for coordinating the team

Providers and assignment

Each provider has a weekly schedule, exceptions, days off or blocks and a daily booking cap. The client can pick a provider (there is a separate link for each) or “Anyone available” — the provider with fewer bookings is chosen; the option can be turned off in the public-page rules. Every service shows for every provider: there are no per-person service lists and no assignment by skills.

Schedule and availability

Each provider’s weekly schedule, exceptions and days off determine the public slots. Bookings created by staff in the panel check availability, overlaps and busy time imported via ICS, but ignore the “Interval” pause and the notice rules. There is no shift planning.

Reports by provider and service

Confirmed, cancelled and pending bookings, cancellation rate, breakdown by day and by service, per-provider tables, total duration and estimated revenue per service (based on list price). The bookings list can be exported as CSV, XML or PDF. There is no occupancy rate.

Permissions and visibility

Each member gets rights by section and action, or full access. The team calendar respects the chosen visibility: whole company (with client names), teams, selected colleagues or private. Only administrators can regenerate the public link. The locations list in the account is informational only: it does not tie bookings or availability to a location.

Advantages

  • Each provider has a weekly schedule, exceptions, days off and a daily cap.
  • Clients can pick a provider or “Anyone available” (the person with fewer bookings).
  • Team calendar with adjustable visibility: whole company, teams, selected colleagues or private.
  • Permissions per member, by section and action, or full access.
  • Reports by provider and service; the bookings list exports as CSV, XML or PDF.

Limitations

  • There is no shift planning; schedules are defined as a weekly schedule with exceptions.
  • There are no occupancy reports or occupancy indicator.
  • “Anyone available” chooses by number of bookings, not by skills; every service shows for every provider.
  • There are no bookings by location: the locations list is informational and has no link to availability.
  • Bookings created by staff ignore the “Interval” pause and the notice rules.

Who it is for

A good fit for small and medium teams that want a schedule per person, a shared calendar and clear permissions. Less suitable if you need shift planning, assignment by skills, bookings by location or occupancy analysis.

Specifications — team management

Provider assignmentChosen by the client (separate link per provider) or “Anyone available” (the one with fewer bookings)
ScheduleWeekly, with exceptions, days off/blocks and a daily cap; no shift planning
Team calendar visibilityWhole company (with client names), teams, selected colleagues or private
PermissionsPer member, by section and action, or full access
ReportsConfirmed/cancelled/pending, cancellation rate, by day and service, per-provider tables, estimated revenue; no occupancy rate
ExportBookings list as CSV, XML or PDF
LocationsInformational list only, not tied to bookings

4appointments vs. Booksy vs. SimplyBook.me

4appointmentsBooksySimplyBook.me
Team calendar with adjustable visibilityYes——
Per-member permissions (sections and actions)Yes——
Shift planningNo——
Occupancy reportsNo——
Bookings by locationNo — the locations list is informational——

Frequently asked questions about team management

How does the application choose the provider for “Anyone available”?

From the providers free in the requested slot it picks the one with fewer bookings. The option can be turned off in the public-page rules; it ignores skills, and every service shows for every provider.

Is there shift planning?

No. Each provider has a weekly schedule, exceptions, days off or blocks and a daily cap. There is no shift planner and no sync with a staff system.

Can I manage several locations?

Not for bookings. The locations list in the account is informational only and is not tied to bookings or availability.

Do colleagues see each other’s bookings?

It depends on the visibility chosen in the team calendar: whole company (with client names), teams, selected colleagues or private. Permissions by section and action are granted to each member separately.

Which reports are available?

Confirmed, cancelled and pending bookings, cancellation rate, breakdown by day and service, per-provider tables, total duration and estimated revenue per service. There is no occupancy rate. The bookings list exports as CSV, XML or PDF.

Organise your team in one panel

Providers, schedules, a team calendar and permissions in a single account.

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