How to properly set up your team members in Cowlendar
This is a Elite feature of Cowlendar. You need to upgrade your plan if you want to use this feature and you are a free user of Cowlendar.
Why setting up team members is key to managing availability and services efficiently
If your business involves multiple staff members offering services, configuring team members in Cowlendar is essential. By assigning specific availabilities and linking services to each team member, you can ensure accurate scheduling, avoid double bookings, and give your team more control over their own calendars.
How to access the team members settings
To configure your team members:
Go to your Cowlendar Dashboard
In the left-hand menu, click on Team
Click Add a teammate to create a new member, or select Edit next to an existing team member
Team member profile sections
Each team member’s profile is now divided into intuitive tabs to help you manage their settings more easily:
General tab
Set the member’s first name, last name, and email
New: You can now upload a profile image for each team member
Connect their Google Calendar
Add a Zoom account (cowlendar admin only)
Make sure your services are set to “Availability per team member” in the service settings — this is required to properly assign them to your team members
Availabilities
Use the new availability format that lets you configure weekdays and specific dates in the same place
This gives you more flexibility and accuracy when defining when each team member is available
Buffer time
Define a global buffer time for all the services that the team member is assigned to
Permissions (requires Ultra plan)
You can now control what your team members can see and do within the team portal:
Allow access to their own bookings
Let them manage their own availability
New: Hide booking prices from the team portal
New: Hide customer contact info from the team portal
By setting up your team this way, you’ll streamline your operations and empower your staff with just the right level of access and flexibility.
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