Getting Started Guide Day 8:
Invite and Manage Your Team

If you have other staff that also need to be booked through your scheduler, you can add their staff profiles under your Settings > Staff menu. You can also add in administrative staff who don’t take appointments but need access to manage everyone else’s bookings.

Do your staff all offer different services or operate off different schedules? Not a problem! Each staff member can be managed individually so you can assign some services to one staff and different services to another.

You can also customize their availability on a per staff basis. One of your staff may work Monday - Wednesday while the other works only on Fridays. Just configure that through their staff profiles and you’re all set.

The video below will show you how to add more staff to your account. Once you’ve added more staff, you can then customize their profile with specific availability and specific appointment types.

Next Steps:

• Login to TimeTap and invite your staff: If you have other colleagues that need to take appointments on your web scheduler, Login to TimeTap and invite them to your account.
• Set up team members with the right availability: Once you add other staff to your account, you'll want to make sure that they have availability for services or classes set up. Follow the same instructions provided in our day 1 video to get their availability up and running
• Read our documentation on adding staff: You've got the video under your belt, but if you're hungry for more, we've got loads of written documentation available for you too.
• Take your scheduling game to the next level with an onboarding call: Getting a scheduler built just right for your business takes a lot of work. Our TimeTap success coaches will walk you through the process individually and make sure it's all set up the way you want it.

Feeling ambitious? Learn about our more advanced features from our YouTube channel