Bookem allows you to add as many team members as you want. Each subscription plan covers 3 bookable team members and admin is always free. If you need to add more than 3 bookable team members, there will be an extra charge.
This article includes several steps. Please follow each one carefully to ensure your team members are set up completely.
Follow these steps:
1. Go to Settings > Team members
2. Click '+New Team member' at the top right
3. Enter the team member's name, surname, associated location and associated group
4. Indicate if they can be booked
Ticking 'This team member can be booked' means that they will be made available for bookings. If this team member is, for example, part of your admin team, this box should NOT be ticked
5. If your new team member isn't part of Bookem yet, click 'Invite team member to Bookem' to send an invite to them.
A drop down will appear to enter their email and specify what type of access they have:
Admin access - Allows a team members to create and remove other team members, services, locations and other resources. It also allows editing business information and exporting information from Bookem
Standard access - Limits team member from changing the business setup, but allows them to create and manage bookings. Even though they can see information, standard access restricts them from exporting information like invoices and client lists
6. Finally, click 'Add team member'
Once your new team member accepts the email invitation, they’ll need to set up a password to access your business profile on Bookem.
Take a breath, there are a few more steps to get them set up fully. Let's go.
After adding your team member, be sure to set their availability so they can only be booked during their available times. This is especially important if you manage multiple locations.
1. Go to Availability in the main menu
2. You can set time available and unavailable by selecting '+ Availability' and '+ Time off' independently
3. In the 'From' field, enter the start time of your availability interval.
4. In the 'Until' field, enter the end time of your availability interval.
5. If applicable, tick the 'Repeat' checkbox and set the recurrence frequency.
6. Select the resources this availability interval applies to.
7. Click 'Save'
Click here to learn more about availability.
Team members must be associated with a services to allow bookings to be made.
1. Go to Settings > Team members
2. Open the team member profile and scroll down to 'Associated services'
3. Add as many services as necessary
4. Click 'Save'
5. Now, go to Settings > Services and associate the team member with the service by scrolling down to 'Team member and/or resources required'
Ensure the correct practice number is added to your new team member's invoices using custom team member fields.
Here's how:
Go to Settings > Team Members
Select the team member's name
Scroll down to 'Invoice information'
Enter the team member's Practice number and Professional board registration number
* NB: Please read our Security basics to understand the importance of giving each Team member their own login
You're all done. Your new team member is set up and ready to take bookings!