In this document:
Introduction
This feature is still new, please test this thoroughly before using it on a live production site.
This guide will go over how to setup the Team Booking feature in SSA.
The Team Members feature will allow you to:
- Automatically assign new bookings to your team members
- Notify team members when they receive a new booking
How the Team Booking Feature Works
Last Updated: January 3rd, 2020
With the team member feature enabled and setup, SSA will now be able to assign new bookings to your team.
You can choose which appointment types require team assignments. Not all your appointment types need to be tied with the team member feature.
See our guide on Booking Team Members to get a better idea of how the booking process will look like with the Team feature enabled.
Custom Schedules
As an admin, you can choose to set the availability in two ways.
Each appointment type could either accept team bookings based on the appointment type availability settings themselves.
Or, you could allow each teammate to set a custom schedule and accept team bookings based on all the schedules’ overlap.
Blackout Dates
If you also have the Blackout Dates feature enabled, you could set individual Blackout Dates for each teammate as well as business-wide dates.
You can use this to make sure any given teammate does not get a booking assigned to them on their days off.
Setup Team Booking
The following steps will link you to our other guides that give a better explanation and advice on how to set up the Team Booking feature.
- Enable Team Member feature
- Add team members
- (Optional) Set custom working hours and blackout dates for team members
- (Optional) Give teammates permission to adjust their own schedules and blackout dates
- Assign teammates to appointment types
- Configure Team notifications
Enable Team Member Feature
Go to SSA Settings > scroll down to the bottom until you see the Team Card > Toggle the Card On.
Add Team Members
After toggling the Team Card on, you can click on the card or use the Edit button to open the Team settings.
Here you’ll be able to:
- Add new Team Members
- Edit existing Team Members
- Set inactive Team Members, and
- Delete Inactive Team Members
Set Custom Working Hours and Blackout Dates (Optional)
After creating your Teammates’ profiles on SSA, you can either leave the default availability from the appointment types or you can create custom schedules.
A custom schedule would only allow bookings when the teammate AND appointment type are available. It makes the overlapping time slots appear on the booking calendar.
Please see our other guide on Editing Team Members to learn more about these settings.
Give Teammates Personal Schedule Editing Permissions (Optional)
You could also choose to give your teammates the ability to edit their own custom schedules and blackout dates.
We built out a dedicated ‘Team Member’ User role to allow teammates to only have permission to their own booked appointments and schedule information and settings.
Learn more about the Team Member User role and how to let your teammates login to see their appointments.
Assign Teammates to Appointment Types
Next, you have to make sure you tie the teammates to the appointment types. This will allow that teammate to receive new bookings for this booking calendar.
Go to Appointment Types > choose the Appointment Type that requires teammates > Open the new Team Members tab.
You’ll see two options:
- Any: Assign new bookings to one of the selected team members
- None: No team members are needed for this appointment type.
By default, the appointment types are set to None, you must edit each appointment type you’d like to assign teammates to.
You can choose which teammates can accept bookings for that appointment type.
Configure Team Notifications
Lastly, you’ll need to update your notifications so that your teammates can receive emails or texts for booking reminders.
We’ve added a couple more Twig Code Templates so that you can add Team Name and Emails to the notifications:
- {{team_member_email}}
- {{team_member_name}}
Please see our guide on Team Notifications to learn more about how you can customize your teammates’ notifications.