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Creating vs inviting a team member

When setting up your team, sometimes you will 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


Creating and sharing a read only calendar with other AppointmentGuru practitioners

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


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 which practitioners they were with

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.

AppointmentGuru Teams

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

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.


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