Teams
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.
Add a new team member.
You can easily add new team members directly from your AppointmentGuru settings
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.
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.
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.
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.
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
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