thread Re: What permissions do I need to set for all team members to see all appointments on the app? in Archived Discussions (Read Only)

What permissions do I need to set for all team members to see all appointments on the app?

flocksalon — Fri, 25 Oct 2019 02:41:12 GMT

We are a very small business and everyone would like to be able to view each other's schedules all at one time in the Appointments app, as opposed to one service provider at a time. What permissions do I need to set for each team member so that we're capable of doing this? (No one is interested in doing anything with money or untoward, they are all trustworthy, and simply want to know when each other are scheduled).

Re: What permissions do I need to set for all team members to see all appointments on the app?

JustinC — Mon, 28 Oct 2019 00:27:35 GMT

Hey @flocksalon ! My apologies if I found this too late. In case you haven't figured it out, there's a team permission called "Manage All Calendars" that allows your employees to see all appointments that are scheduled. From your Dashboard:

1. Hit the three lines in top left corner to open your menu.

2. Go to Team > Permissions.

3. Click the role in question to edit it.

4. Under the Access Appointments permission group, check Manage All Calendars.

This should do it!

How can I add a team member but keep our payments separate?

Kimbo19 — Thu, 30 Jul 2020 12:34:00 GMT

I am a booth renter at a salon and looking to add team members so we can book in each other’s schuele but we all have separate accounts

Re: How can I add a team member but keep our payments separate?

JustinC — Fri, 31 Jul 2020 18:46:04 GMT

With the paid version of Appointments, you're able to create separate team profiles with individual email logins and assign roles to them. Within each role lives several permissions that can be customized specific to the role. Near the bottom of the permission list, enable Manage Appointment Calendar which allows staff to book and modify any appointment.

Sales are tracked per team member but all sales will funnel into the bank account linked in Dashboard. @Kimbo19

On this thread, I give instructions on how to set this up. Let me know if it helps!

Re: How can I add a team member but keep our payments separate?

ccain — Fri, 12 Feb 2021 19:53:32 GMT

So I have a similar situation. So strictly for booking would it be best to create a new "salon" appointments account to add team members? If you are not running payments through that account would you have to have a linked bank account? Could each person continue to run their payments through their personal devices? All independent contractors small salon.

Re: What permissions do I need to set for all team members to see all appointments on the app?

Jack-p — Wed, 11 Aug 2021 15:08:16 GMT

Hi. I gave Full Access to my Team Permissions but my team members still can't see the Appointment that already booked. What should I do?

Re: What permissions do I need to set for all team members to see all appointments on the app?

JustinC — Thu, 12 Aug 2021 14:16:34 GMT

Check Permissions and make sure Appointments is toggled on. If everything looks good there and your Team still can't see booked appointments, reach out to our CS Team.

@Jack-p

Re: What permissions do I need to set for all team members to see all appointments on the app?

oneupgames — Tue, 14 Dec 2021 01:58:28 GMT

I am a small business and want to add one team member to be in my one service, basically a generic person and not me. Can I update the service with the one generic team member and add them to this service without the upgrade?

Re: What permissions do I need to set for all team members to see all appointments on the app?

Arie — Wed, 15 Dec 2021 06:09:43 GMT

Hey @oneupgames,

Thanks for getting back in touch with us here in the Seller Community!

If you're using Square Appointments, you'd have to upgrade to add an additional team member. Learn more about pricing for Square Appointments here.