Team, branding and domainDepends on the plan
Add team members (hosts)
Each member has their own availability and can be assigned to collective or round robin appointments.
What it is for
Offer appointments that involve several people. A member has no sign-in: they set their hours through a personal link.
Before you start
Owner or Manager role. The number of members depends on the plan (Plans and limits); without a suitable plan, the page shows “Teams are not included in your current plan.”.
Step by step
- Click Team.
- Under Add a member, enter Name and Email, then click Add.
- The member receives “You are joining the team of …” with a personal link (no sign-in) to set their hours. Send the link sends it again.
- You can set their hours yourself with Availability on their row (Set your availability, time off and special hours).
- Deactivate / Reactivate pauses a member; Remove deletes them (only deactivated if they have appointments or types).
Expected result
The member appears in the list with the Active status. By default they have Monday–Friday, 9 am–12 pm and 1 pm–5 pm in the account’s time zone, and receive an email for each appointment assigned to them.
Tips
- The personal link must not be shared: it gives access to the member’s availability.
- For the member to count in the Standard/Team subscription, see Subscribe, renew and pay your invoice.
Common problems
- “Enter the member’s name.” / “Enter a valid email.”
- Fix the field.
- “This email is already on the team.”
- The member already exists (active).
- “Member limit reached for your plan (N). Upgrade to a higher plan.”
- Deactivate a member or change plan.