Add a person who takes appointments

Everyone who takes appointments has a place on the Team tab. Once you add someone there, customers can book them.

Owners and admins can add people and change their details. Office managers can see the team but can't add anyone.

Add someone

1. Tap Team.
2. Tap Add a person.
3. Enter their First name and Last name.
4. Add a Title if you like, such as "Physiotherapist". It's optional and is shown to customers when they choose who to book.
5. Under Works at, tick each office they work at. If you have only one office, it's already ticked.
6. Under Does, untick any services they don't do. Every service starts ticked.
7. Tap Add followed by their first name, such as Add Maya.

Their page opens next. They start at each office today, with that office's opening hours as their working hours. You can change their hours from their page. See Set a person's working hours.

If you don't have any services yet, the screen says so. Add them in Settings › Services first.

Change their offices or services

1. Tap Team, then tap their name.
2. Change their name or title, or tick and untick offices under Works at and services under Does.
3. Tap Save.

A newly ticked office starts today, on that office's opening hours. An unticked office ends today. Everyone needs at least one office, so if you untick them all you'll see "Choose where they work."

Find people on the Team tab

The Team tab lists everyone who Takes appointments, by first name. If you have more than one office, tap an office at the top to see only the people there, or All offices to see everyone. People you've deactivated are listed under Not active.

Adding someone to the team doesn't let them sign in to the app. To do that, see Let a person sign in.