Bookem allows you to add as many team members as you want.
Admin access always free. Additional bookable team members may incur extra charges, depending on the subscription plan.
Follow each step below carefully to fully set up your team members:
Add a team member
Set up availability for the team member
Associate the team member with services
Billing and document settings
Follow these steps:
1. Go to Settings > Team members
2. Click '+New Team member' at the top right
3. Enter the team member's name and surname
4. Associated location and associated group (exclude the group for admin and reception staff)
5. Indicate if they can be booked
Ticking 'This team member can be booked' means that they will be made available for bookings. If this team member is, for example, part of your admin team, this box should NOT be ticked
6. Click 'Invite team member to Bookem'
A drop down will appear to enter their email and specify what type of access they have:
Admin access - Allows a team members to create and remove other team members, services, locations and other resources. It also allows editing business information and exporting information from Bookem
Standard access - Limits team member from
changing the business setup, but allows them to create and manage bookings
accessing Reports
Even though they can see information, standard access restricts team members from exporting information like invoices and client lists
6. Finally, click 'Add team member'
Once your new team member accepts the email invitation, they’ll need to set up a password to access your business profile on Bookem.
Take a breath, there are a few more steps before their setup is complete. Let's go.
Team members must be associated with a services to allow bookings to be made. Admin and reception do not need to be associated with services.
1. Go to Settings > Services
2. Open each service that this team member will render and add them under 'Team member and/or resources required' in the appropriate locations
3. Click 'Save'
Learn about setting up more complex availability across various locations and resources here.
Accurately setting your team member's availability will ensure they are booked only during their available times at designated locations.
Follow these steps:
1. Go to Availability in the main menu
2. You can set available and unavailable time by selecting '+ Availability' or '+ Time off'
NB: Bookem assumes you are unavailable if you have not made yourself available)
3. Ensure you select the new team member from the 'Resources' drop-down at the top of the page
4. Then enter the start and end time of your availability interval in the 'From' and Until' fields
5. If applicable, tick the 'Repeat' checkbox and set the recurrence frequency
6. Select the resources this availability interval applies to
7. Click 'Save'
Click here to learn more about availability.
Add the correct practice number to your team member profile to ensure the correct one pulls through on invoices. This is not necessary if you are using one practice number for the whole practice.
Here's how:
Go to Settings > Team Members
Select the team member's name
Scroll down to 'Invoice information' and add their practice number, if required
Enter the team member's Practice number and Professional board registration number which will appear in documents
Learn whose practice number is used where here.
* NB: Please read our Security basics to understand the importance of giving each Team member their own login
You're all done. Your new team member is set up and ready to take bookings!