Team, locations and resources
Employees, working hours and time off, invitations and roles, multiple branches, and the rooms, equipment and vehicles booked alongside an employee.
This chapter is where Appointa learns with whom, where and when an appointment can be booked. Here you add employees and choose which services they perform. You set the working hours of each location and each employee's shifts, and you enter holidays, sick leave and the days your business is closed. Each of these settings immediately changes the free time slots clients see in online booking, so it's a good idea to go through them before you share your booking link publicly.
This chapter is for business owners and managers. Team members with the Staff role don't see the Employees, Locations and Resources menu items. If you're just putting your team together, go in order: first Employees, then Working hours and time off, and, when you want employees to have their own sign-in, Invitations and roles. You only need locations if you have more than one branch, and resources only if appointments take up a room, a device or a vehicle.
- 01EmployeesHow to add an employee, assign their services, set a color and photo, archive them, and buy extra seats when your team outgrows your plan.
- 02Working hours and time offLocation hours, employee shifts (split and every-other-week), time off, special days, closures and public holidays, and how they affect booking.
- 03Invitations and rolesHow to invite an employee to sign in on the web and in Appointa Pro, what the invitation statuses mean, and what owners, managers and staff can do.
- 04LocationsHow to add a branch, edit its address and contact details, set working hours per location, switch locations in the admin and what clients see.
- 05ResourcesRooms, equipment and vehicles booked alongside an employee: adding them, photos, linking to a service, the calendar view, blocks and what clients see.