👩‍💼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.

This is perfect regardless of whether a 2 person team or even 100+ people team.

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:

1. Go to your Cowlendar Dashboard

2. In the left-hand menu, click on Team

3. 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

• Connect their Outlook calendar

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

🫂How to create and assign teammates in Cowlendar

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

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.