• Creating vs inviting a team member

When setting up your team, you may want to add a colleague who already has an AppointmentGuru account. If this is the case, you have the option to either create a new AppointmentGuru account for them or invite them to use their existing account with your team. This article outlines some important things to know when making this decision.

• Roles, permissions and access

Understand how AppointmentGuru helps you manage access to information amongst your team.

COLLABORATION

• Creating and sharing a read only calendar with other AppointmentGuru practitioners

You can create a special calendar from a custom filter of your appointments and share this with any practitioner who uses AppointmentGuru. This gives you complete control over who can see what on your calendar.

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• Creating an invoice for a client who was treated by multiple practitioners

If you have a practice with multiple practitioners and a client sees more than one practitioner during your billing period, it is easy to create an ethical invoice that details all the client's appointments and the practitioners they saw.

• What is a space

A short explanation of AppointmentGuru spaces. What they are, when to use them, when not to use them, and the difference between Spaces and Locations.

• How to change permissions for a member of your team

AppointmentGuru gives you granular control over what actions can be performed by team members. It's easy to update a team member's permissions.

• Share a client with your colleagues

When you create a client, you share them with specific spaces. If you didn't get it right the first time, you can change the spaces with which they are shared.

• Deactivating an existing team mate

If someone leaves your practice, you need to deactivate their account. This will remove their access to the account and update your billing accordingly.

• Add a new team member.

You can easily add new team members directly from your AppointmentGuru settings

COLLABORATION TEAMS

• An overview of AppointmentGuru Teams

See a quick demo of how AppointmentGuru Teams works and how it can help you run your multi-user practice with your colleagues

• Common tasks you may need to perform as you manage you team on AppointmentGuru

This article contains a list of common tasks that you may need to perform as you manage your team on AppointmentGuru

• AppointmentGuru Teams

Understand what is possible with AppointmentGuru Teams. Learn how best to configure your business or practice to meet your specific needs

• How to change space, location or practitioner information on an AppointmentGuru by changing the appointment type

You can: transfer an appointment to another practitioner, change an appointment's location and change the space where it is saved by changing the appointment's type