Skip to main content

Team Members

Add team members to a scheduling group so customers can book appointments with them.

Prerequisites​

Before adding someone to a scheduling group, they must have:

  1. An availability schedule - Created in Availability Settings
  2. Active user account - Not disabled or archived

Adding Team Members​

  1. Open your scheduling group
  2. Click Add Team Member
  3. Select a user's availability schedule from the dropdown
  4. Configure optional settings (see below)
  5. Click Add
Multiple Schedules

Team members can have multiple availability schedules. Select the schedule that should be used for this public booking page. This allows a salesperson to have different availability for internal meetings vs. customer appointments.

Team Member Settings​

SettingDescription
ScheduleWhich availability schedule to use for this group
Project Type FilterLimit this member to specific project types (leave empty = all)
Priority1-10 scale for weighted load balancing (higher = preferred)

Project Type Filtering​

Use project type filtering to match customers with the right team member.

How It Works​

  1. Customer selects a project type during booking
  2. System only shows team members who handle that project type
  3. Team members with no filter set appear for all project types

Configuration​

  • Leave empty = Team member handles all project types
  • Select specific types = Team member only shown for those types

Example​

A remodeling company might configure:

Team MemberProject TypesRole
AliceKitchen, BathroomInterior specialist
BobDeck, Patio, AdditionExterior specialist
Carol(empty)Generalist - handles all

When a customer selects "Deck," they only see Bob and Carol's availability.

Priority Settings​

Priority only affects the Weighted Priority load balancing strategy.

PriorityMeaning
10Highest - gets customers first
5Medium - standard priority
1Lowest - only when others unavailable

Use Cases​

  • Senior staff preference - Give experienced salespeople higher priority
  • Ramping new hires - Start new team members at lower priority
  • Specialization - Prioritize specialists for their project types

Managing Team Members​

Updating Settings​

  1. Click the Edit icon next to the team member
  2. Update the Priority or Project Type Filter
  3. Click Save

Changes take effect immediately for new bookings.

Removing a Team Member​

  1. Open the scheduling group
  2. Find the team member in the list
  3. Click the Remove (trash) icon
  4. Confirm removal
Existing Bookings

Removing a team member from a group does not cancel their existing bookings. Those appointments remain on their calendar.

Viewing Current Members​

The scheduling group detail page shows all team members with:

  • Name and schedule name
  • Project type filters (if any)
  • Priority level
  • Current constraint status (if constraints are configured)

Troubleshooting​

Team Member Not Appearing in Dropdown​

Problem: Can't find a user when adding team members.

Solutions:

  1. Verify the user has an availability schedule created
  2. Check that the user account is active (not disabled)
  3. Ensure you have permission to view that user

Team Member Not Showing to Customers​

Problem: A team member should appear but doesn't show availability.

Solutions:

  1. Check their project type filter matches what customers select
  2. Verify their availability schedule has time slots configured
  3. Check if schedule constraints have reached their limit
  4. Ensure they don't have conflicting appointments

Wrong Schedule Being Used​

Problem: Team member's availability doesn't match expectations.

Solutions:

  1. Verify the correct schedule is selected for this group
  2. Check the schedule's weekly hours in Availability Settings
  3. Look for date-specific overrides on the schedule