How to delete a team member in Bookem

There are many reasons why you might want to remove a team member. It's important to know how to do it correctly.

We'll use some case scenarios to explain how to correctly go about removing a team member in Bookem.

Scenario A: A team member is going on leave

If a bookable team member is going on extended leave, e.g. maternity or paternity leave:

Don't revoke access nor delete them.
Disable bookings for them. This won't incur licensing fees for Bookem.

Downsides to doing this are that their calendar/bookings are hidden. These can, however, be retrieved by enabling them for bookings again and paying prorated Bookem fee for remainder of the month. It is therefore important to disable them for bookings before the end of the billing cycle.

NOTE: Deleting a team member will hide them, while revoking login will block them from accessing their Bookem profile.

Scenario B: A team member is leaving the practice

If a bookable team member is leaving the practice

Revoke access and don't delete
If you want them hidden from view, you can delete them

NB: If the email address/login is being reused for another team member ensure the login password for Bookem is changed and ensure the team member that is leaving does not have access to that email account.

Scenario C: A receptionist is leaving the practice

Revoke access and delete them if they're not coming back

NB: If their existing email address/login is being reused for another team member to log into Bookem, ensure that the login password is changed and ensure the team member that is leaving does not have access to that email account anymore.

Scenario D: A bookable team member is temporarily being replaced by another

Revoke access and don't delete
If you want them hidden from view, you can delete them

Some important things to know before you delete a team member:

When you simply 'delete' a team member, their bookings will still be there. You just won't see the team member on the calendar anymore.
'Revoking login' to Bookem does not disable bookings, as team members can be booked without having access to Bookem.
Eg. If a team member chooses to not actively use Bookem, but still wants bookings to be made for their services via Bookem, they can be booked via the online booking page or by admin without having access to Bookem themselves.
Removing all associated services will ensure that a team member can't be booked for any services.
Disabling bookings will remove the team member from your online booking page, ensuring they can't be booked by clients.
Disabling bookings for a team member is not the same as deleting. Disabling bookings for a team member just means they can't be booked.

Now that you have an understanding of how to appropriately remove a team member, you can go ahead and do so by following the appropriate steps.

Follow these steps to remove a team member:

1. Go to Settings > Team members

2. Select the team member you want to remove

3. You can now remove the services associated to this team member

You will have to go into each service and remove them. The video shows you how:

3. Next, back in the team member's profile, you can disable bookings by toggling off 'This team member can be booked'.

4. Finally, you can now either 'delete' or 'revoke login' in the team member's profile as shown in the image below

Question: Can still I access a team member's past/upcoming bookings even though they've left?

Yes! The team member's booking history will not be deleted. It is all safely stored on Bookem. When opening a client's profile, bookings made with the deleted team member will still be visible even after they have been deleted.

Note: If you deleted a location associated with this team member, you will have to undelete the location to see the bookings on the calendar.