Scheduling Team Members: How to Add and Delete Team Members

Learn to add and delete Scheduling Team Members. Adding and Removing Team Members makes navigating team dynamics easier and improves workflow efficiency in Scheduling. You can easily add and remove Scheduling Team Members once you've subscribed and purchased the needed seats. You can also personalize their profiles with a picture and contact information, making communicating easier. Additionally, you can specify the services each team member offers, clarifying their roles and responsibilities. Keep reading to learn how to efficiently manage appointments using Scheduling.

In this article, we will discuss:

• Add Team Members
• Delete Team Members
• Review

Add Team Members

1. Log in to your account via https://www.web.com/my-account/login.
2. On your Account Manager homepage:
   • Click eCommerce on the left menu if you have an eCommerce plan.
     • If you only have one package, you will be automatically redirected to your eCommerce dashboard.
     • If you have multiple packages, click LAUNCH next to the eCommerce product you want to manage.
       
   
   
   • Click Websites on the left menu if you have a Website plan, then click on LAUNCH WEBSITE BUILDER for the plan you want to manage.
     


3. Once inside your eCommerce account, click Appointments on the left navigation menu, then select Settings in the drop-down menu.
   
    
4. On the Settings page, find the Team Members card and click on the Edit Team Members button.
   


5. Click the Add Team Member button on the upper-right corner of the screen.
6. Add the team member's Name and their Services, then click Save.
   You can also add the team member’s Job Title, Email Address, Phone number, and Photo.
7. After filling out all the desired fields, click Save.
8. Go back to Settings and click on the Set availability button in the Bookable Hours to add the hours for which the team member can be booked and work.
   

Delete Team Members

1. Follow steps 1 to 4 in the Adding Team Members section above.
2. Once you are on the Team Members page, find the team member you want to remove and click the vertical ellipsis (⋮) inside the tile.
   
    
3. Select Delete from the menu.
4. Next, you will see a pop-up to confirm that you are deleting the team member with the option to notify any clients with booked appointments assigned to that team member. Tick the checkbox to inform the clients about the cancellation of their appointments.
   
5. Click Delete again to permanently delete the team member.

Review

Managing Scheduling Team Members enhances your business: whether you're looking to expand your team by adding new members or streamline operations by removing inactive ones, Scheduling provides an intuitive platform for team management. Remember to keep your team's information up-to-date on Scheduling to ensure a seamless booking experience for your clients and promote efficient internal scheduling. Follow the steps in this guide to add or delete team members easily and make the most out of Scheduling's versatile functionality. Equip your business with the flexibility it needs to adapt and grow by mastering the management of your Scheduling team members today.