In Booktics, you can add multiple team members to help manage bookings, serve customers, and handle appointments based on their availability. This helps you run your business more efficiently by distributing responsibilities across your staff.
How to Add a Team Member
First, go to Booktics → Team Members from your WordPress dashboard and click the “+ New Team” button at the top.
A pop-up form will appear where you need to enter the team member’s details:
- First Name
- Last Name
- Email Address
- Phone Number
After filling out the information, click the “Invite a Team” button.
Once invited, the new team member will appear in the Team Members list, where you can manage their profile or remove them if needed.
The invited member will receive an email invitation. After accepting it, they will be permanently added to your Booktics system as an active team member.
Edit Team Information
General Information: From this section, you can edit the team member’s basic details and upload or update their profile image.
Schedule: From this section, you can set individual working hours, customize availability for specific days, and manage holidays or days off for each team member.
Select Service: From this section, you can assign existing services to the team member or create a new service if needed. You can also configure service details, such as pricing and availability, while adding services.
Integrations: From this section, you can connect Google Meet, Google Calendar, and Outlook Calendar to sync appointments and manage meetings efficiently.
Password & Security: From this section, you can update the team member’s password and manage account security settings.
