If you have multiple staff members but you would only want them to schedule and view appointments, follow this guide.
Option 1: Create a separate login
You can create a separate login for each person who needs access to your account. You can customize what each login can do. By default, additional users can do things like create and edit appointments, view the Calendar, send Messages under the Messages tab, and accept Booking requests.
To create an additional log-in:
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Click “More” at the top part of your GoReminders account (on your phone, tap on the three dots in the upper left corner of your screen).
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Choose “Your Team”.
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On the Team – User List page, click on +Invite User in the upper left corner of your screen.
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Enter the details of the user you want to add. Their name and email address are required.
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Set User Permissions. Customize user permissions based on your team’s needs to control their access and actions.
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Click “Send Invite”.
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Let the new user know to check their email for the invite link, which will give them access to set up their password. The link will expire in 24 hours.
Option 2: scheduled appointment using your Booking Form
You can have your staff use the Booking Form to schedule appointments (instead of providing them with direct access to log into GoReminders). Using the Booking Form, staff can schedule appointments during open hours that are assigned to specific staff members.
Follow these steps:
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Set up all staff members in the Staff section of GoReminders, with the “Hide from your booking form?” option turned off (which is the default) for each staff member that needs to be assigned to appointments.
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Set up the Booking Form to work as you wish with the correct “Open/Closed Hours” etc.
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Once your Booking Form is complete, your staff members can use the Booking form to schedule appointments.
If your staff needs to see their assigned appointments or ALL of the appointments scheduled, follow these steps:
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If a staff member only needs to see their assigned appointments, then you can go into that Staff Member‘s profile and use the “Invite to Calendar” function to give them access to view their appointments in Google Calendar, or another calendar system.
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If a staff member needs to see ALL appointments (assigned to all staff members), then you can use the main Calendar syncing functionality to connect the GoReminders calendar to 1 calendar account (e.g. Google Calendar). Once this is completed, whoever has access to GoReminders in their external calendar can invite others to view that calendar from their external calendar directly. So if you are using Google Calendar, then the calendar needs to be shared with all other staff members directly from Google Calendar.
Your staff can now view appointments, but will not be able to edit or delete appointments.