Adding a Team Member to a Location
Add your Team Member to desired location/s
Once a team member has accepted an invitation to join your team, they need to be assigned to one or more locations before they can be scheduled for appointments or added to rosters.
External Collaborators are not rostered so there is no need to assign them to a Location.
Permissions Required
To set up and manage Team Member Location, the following permissions are required:
- View/Add/Remove Staff Locations
(Default settings for Managers and Admins.)
Adding a Team Member to a Location
To assign a team member to a location, follow these steps:
- Navigate to Admin > My Team.
- Find the relevant team member and click the three horizontal lines menu under the Actions column.
- Select Location.
- Select Manage Staff Locations.
- Select Add next to the desired business location(s).
The team member will now have access to the selected location(s), and are ready to have, services assigned, rosters created and appointments booked.
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