Team Portal (Employee Login Access)

Allow your staff to log in, view schedules, and manage their own appointments.

Purpose:

Giving team member a login allows each staff member to:

• View and manage their own appointments

• Set and update their available times

• Block off times when they are unavailable

This keeps your scheduling organized and empowers each team member.

Configure permissions for team members

The app allows you create the account for each team member to log in and view all appointments.

1. Open the app > click Team members > open the team member detail you want to give login access

2. In Team Portal > tick on checkbox Enable Portal Access

1. Click Advance settings > select the permissions you want to grant to the team member

4. Click Save

Then allows this team member to log in to their portal to view their schedule and assigned appointments via the portal link here

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How the team member access

1. The app provides you the login link here > you need to share this link with your team member

1. Team member enters his email address

A login link has been sent to email address of the team member

Then the team will be able to access the team member dashboard with limited access.

Note: if you only want the team member view the appointments he is assigned to, please set up permissions like this

What a team member sees after login

• A personal calendar showing their upcoming appointments.

• Options to approve, reschedule, or cancel bookings where they are the assigned staff member.

• Their availability settings (e.g., working hours, break times).

• Notifications for new or changed bookings.