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Virtual Appointments
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Virtual Appointments

Add and manage staff

Add staff members to a Bookings calendar in Virtual Appointments to make scheduling much easier.

Managing staff in Virtual Appointments

Add staff 

  1. Go to Teams and select the Virtual Appointments app.

  2. Select Manage > Staff.

  3. Type a name or email and then select Add.

  4. After a person is added, choose one of the following roles for them:

    • Administrator - Administrators can edit all settings, add and remove staff, and create, edit and delete bookings.

    • Scheduler - Schedulers can manage bookings on the calendar. They have read-only access to settings, staff, and services.

    • Team member - Members can manage bookings on their own calendar and their availability in the booking mailbox. When adding or editing a booking in their calendar, they’ll be assigned as staff.

    • Viewer - Viewers can see all the bookings on the calendar. They cannot modify or delete them. They have read-only access to settings.

Each staff member you add will have their calendar show up in Bookings schedule.  

When you schedule a new appointment, you can Add staff. Staff members will show if they’re Free or Busy, making it simple to find someone who is available. 

Adding staff to a booking in Virtual Appointments

For staff members 

  1. If you’ve been added to a Bookings calendar, select Manage membership in your welcome email, then confirm your membership.

  2. Select Accept if you need to. If your membership is already Active, then no further action is needed from you.

  3. If you have a scheduled visit, learn more about it in your confirmation email and view it in your Bookings calendar.

Want more? 

Manage your appointment queue ​​​​​​​

Conduct a Virtual appointment as the organizer 

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