How to manage appointments when you have several staff members
Each provider has their own schedule and link, and the team calendar shows everyone together.
Management for business
Looking after appointments for several people is simpler when each one has their own provider profile, with a weekly schedule and a calendar, and you can see the whole team in one view.
Each staff member who takes bookings is added as a provider. For each provider you set 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 the option “Any available person”, which assigns the provider with the fewest bookings and which you can switch off in the rules of the public page. Each provider also has a separate booking link that you can share.
The team calendar shows all providers together, with visibility set for your company: with client names, only your teams, selected colleagues or private. Access is controlled per member of the panel, by section and action, or as full access, and members with the right permissions can create bookings by hand. Only the administrator can regenerate the public link.
Reports show a table per provider with the number of bookings and the total duration. There are no shift plans or occupancy figures. When someone leaves, remove or stop using their provider profile and handle their existing bookings yourself.
Key points
- ✓A weekly schedule, exceptions and days off for each provider
- ✓A separate booking link for every provider
- ✓“Any available person” picks the provider with fewer bookings and can be turned off
Common questions
How many staff members can be added to the system?+
The plan limits count users of the panel (5, 10, 20 or 40 depending on the plan), not the people who have a calendar. See the pricing page for the details of each plan.
May staff create appointments by hand themselves?+
Yes, if their permissions allow it. You can give each member different rights for each section and action. Giving each person their own list of services isn’t possible at the moment: every service is offered for every provider.
More guides to read
Do you look after a team of specialists?
Give every person a schedule and a link, and keep the whole team in one calendar. The first 12 months are free, with no card, and plans cost €1 to €8 per month afterwards.
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