Add and manage staff to make scheduling a breeze
Add staff members to a Bookings calendar in Virtual Appointments to make scheduling much easier.
Add staff
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Go to Teams and select the Virtual Appointments app.
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Select Manage > Staff.
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Type a name or email and then select Add.
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After a person is added, choose one of the following roles for them:
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Administrator - Administrators can edit all settings, add and remove staff, and create, edit and delete bookings.
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Scheduler - Schedulers can manage bookings on the calendar. They have read-only access to settings, staff, and services.
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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.
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Viewer - Viewers can see all the bookings on the calendar. They cannot modify or delete them. They have read-only access to settings.
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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.
For staff members
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If you’ve been added to a Bookings calendar, select Manage membership in your welcome email, then confirm your membership.
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Select Accept if you need to. If your membership is already Active, then no further action is needed from you.
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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