You can add staff members who don't provide services to your account as users without a calendar. These can be administrators, receptionists, or web developers helping to manage the account for the service providers.
Each user account can have its own login. You can set different levels of access for each user depending on their role.
Contents in this article:
- Adding a user without a calendar
- Setting new user's password
- Pending invitation
- If user isn't receiving an invitation
Adding a user without a calendar
(1) Go to Settings > Users
(2) Click Add User
Note: If you are subscribed and adding a second user for the first time, you will be notified that you are moving to the multi-provider subscription plan. Click Ok to continue.
(3) Enter the Personal Details of the user / calendar
Note: For rooms, space, resources, or locations, you can just use the First name field.
(4) (optional) Click on the token icon to add a user image
(5) In the User Account section, enter the Email address they will use to sign into their account
Note: Appointment notifications will also be sent to this email address for the provider.
(6) Select the Access level for the user
(7) You can turn off the calendar for the account by clicking the green Yes button next to the Calendar section
(8) Click Save
Setting a new user's password
When you create and save the new user's account, an invitation will be sent to their email address. There will be a link in the email for the user to click to confirm their account and set their password.
If the user doesn't see the invitation email in their inbox, have them check their junk or spam folder. Some email systems are also doing new kinds of filtering. For example, Google/Gmail may filter some emails into different categories or tabs (e.g., "Social," "Promotions," etc.). Have the user check these as well.
If a user has not confirmed their account, you will see a pending invitation notation listed next to their user account on your Users settings page.
If the user is unable to locate their invitation email, you can edit their user account and click the resend invitation link next to their email address to send a new invitation with the confirmation link.
If user isn't receiving an invitation
If a user does not receive an invitation and you do not see the pending invitation notification next to their account on your Users page, they may have had a previous Schedulista user account using the same email address.
You can read more on this here.
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