Add a Team Member

In Easy Appointment Booking, each team member is an availability: a schedule with a name. You can also make an availability for a room, a chair, or a piece of equipment. Each one has its own hours, its own email, and its own calendar.

Add a team member#

1. Click Availabilities in the app menu.
2. Click Create.
3. Under Details, type their First Name, Last Name, and Email.
4. Under Weekly schedule, set the hours they work. See Set your weekly hours.
5. Click Save changes.

To let customers book them, connect them to a service. See Let several team members take the same service.

To give them a day off, use a date override. See Block off a day or change hours for a date.

Send them a copy of their bookings#

Each team member can get a copy (CC) of the booking emails for their appointments. The copy goes to the Email on their availability.

1. Check their email: click Availabilities, then Set schedule next to their name, and look under Details.
2. Go to Settings > Email & SMS notifications > Email Notification Settings.
3. Check CC Availability Email. It is on by default.
4. Click Save.

Only the team member the booking is assigned to gets the copy.

Connect their Google or Outlook calendar#

When a team member's calendar is connected, their new bookings show up in it. With Google Calendar, busy times in their calendar are also closed for booking. Outlook does not do this.

• Google Calendar needs the Pro plan or higher.
• Outlook needs the Pro Plus plan or higher.

1. First, connect your Google or Microsoft account in Settings > Calendar sync. See Google Calendar or Microsoft Outlook.
2. Click Availabilities, then Set schedule next to the team member.
3. Scroll to Calendar Sync Settings.
4. Under Google Calendar Sync or Outlook Calendar Sync, choose their calendar.
5. Click Save changes.

Each team member can use a different calendar. One can use Google and another Outlook.

Add a photo and a contact link#

Under Details:

• Image URL — the web address of a photo. It shows where customers choose a team member. Upload the photo somewhere online first, such as your Shopify Content > Files, and copy its link.
• Contact Link — a personal link, such as their Zoom room. Add {{availability_contact_link}} to an email subject or text to include it.

Click Save changes.