Add a team member

When you need it

• You are setting CaliDiary up and want customers to book you by name.
• A new adviser or partner joins and should take bookings.
• You want to stop new bookings with someone without deleting them.

Before you start

• Free and Solo include 1 person; Pro has no limit. The list shows how many you have, such as 1 of 1 person.
• Add your services first if you want to choose them for the person straight away: see Add a service.

Step by step

1. 1

   In WordPress, open CaliDiary → Team and locations. The Team tab opens on People.

   [Screenshot to come] It will show: The People tab with its “What the People tab is” box, the meter “1 of 1 person”, the Add person button and Alex Morgan (Partner) under People who take bookings with the “Taking bookings” pill.

2. 2

   Press Add person. The Add person window opens.

3. 3

   Fill in their details:

   • Name (required): shown to customers when they choose who to see, such as “Priya Shah”.
   • Job title (optional): shown under their name on the booking form, such as “Tax adviser”.
   • Photo (optional): press Choose image and pick one from the Media Library. Without one, their initials are shown.
   • Email (optional): needed if they should sign in to their own diary or be emailed about their bookings.
   • Phone (optional).

   [Screenshot to come] It will show: The Add person window: Name “Priya Shah”, Job title “Tax adviser”, a photo chosen, Email [email protected], Services they offer with All services on, Taking bookings on, and the Add person button.

4. 4

   Under Services they offer, keep All services switched on (it includes services you add later), or switch it off and tick the services they do.

5. 5

   Leave Taking bookings on so customers can book them straight away.

6. 6

   Press Add person. You see “Priya Shah added to your team.” and they appear under People who take bookings.

7. 7

   They follow your opening hours until you give them their own: see Give a team member their own hours.

Tips

• To stop new bookings with someone but keep their history, press Edit and switch off Taking bookings. Bookings they already have are kept.
• A row that says Can’t sign in: no email has an Add email link: add one when they should see their own diary.
• Administrators also see Their WordPress login (optional), to link the person to a login that already exists.
• Once video and calendar is set up in Settings, each person can connect their own Google or Microsoft calendar from their row on the People tab: see Connect your own calendar.

Common problems

Related guides

• Invite a team member to sign in
• Give a team member their own hours
• Add a location
• Give people roles and teams