> For the complete documentation index, see [llms.txt](https://penida.gitbook.io/cowlendar-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://penida.gitbook.io/cowlendar-help/how-to.../how-to-properly-set-up-your-team-members-in-cowlendar/how-to-create-and-assign-teammates-in-cowlendar.md).

# How to create and assign teammates in Cowlendar

{% hint style="warning" %}
**This is a Premium feature of Cowlendar.** You need to upgrade your plan if you want to use this feature and you are a free user of Cowlendar.
{% endhint %}

{% hint style="info" %}
This is perfect regardless of whether a 2 person team or even 100+ people team.
{% endhint %}

#### There are a few key things to understand about teammates in Cowlendar:

* Each service that will have teammates attached needs to have "availability per teammate" enabled in the services settings.
* Teammates will have it's own limit.
  * This means that If you have teammates John, Bill, Mary attached to a service then each of them will have there own limit.
    * So if someone bookings John for 1pm on January 10th then Mary and Bill will still be available to be booked then.
* Teammates can have multiple services attached and the teammates limit will be shared between them.
  * This means that if teammate John has Service A and Service B attached then when someone books John for Service A at 1pm January 1 then John will have -1 slot in Service B.

Steps to create a teammate and attach it to a service:

1. In your Shopify admin dashboard look at the left hand panel and click on **Apps.**
2. Click on **Cowlendar.**
3. Click click on **My Service.**
4. Click **Edit** on the service you want to attach to a teammate.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2F7EPzl2lhrwBjVeq44etp%2FCow%20-%20My%20Services%20-%20New%20Service%20(2).png?alt=media&amp;token=d2f5826a-c5e6-456f-acfe-cd4a7bec357c" alt=""><figcaption></figcaption></figure>

5. Click on the **Availability** tab.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2F7RTymU7my39LTjz4HMCy%2FCow%20-%20Availability%20(2).png?alt=media&amp;token=35123f24-9c44-4d5a-abb5-d75c90cc07c1" alt=""><figcaption></figcaption></figure>

6. Set the service to **Availability per teammate.**

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FyusIVCUCryh8RAGjql4o%2FCow%20-%20Availability.png?alt=media&amp;token=45492fb6-617b-4e0d-9bb2-4e4eb1cd074d" alt=""><figcaption></figcaption></figure>

7. Looking at the left side of your Shopify admin dashboard click on **Team.**
8. Click on Create a teammate.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FSWaHlGVvUeRoAlmsmGLL%2Fscreencapture-admin-shopify-store-proofmybigleo-apps-cowlendar-teammates-2025-04-23-22_45_33-edit.png?alt=media&amp;token=4b973bcd-0626-4772-9912-57e2263f5b3e" alt=""><figcaption></figcaption></figure>

9. Fill out the teammate information.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FIaQxSW3OuFU8g4Uw3FVY%2FScreenShot%20Tool%20-20250120165234.png?alt=media&amp;token=87a0a7a9-2d83-4979-9e2a-547a3a9db8a7" alt=""><figcaption></figcaption></figure>

10. Click on **Create.**
11. Click in **Availability** section
12. Click on **Select Services.**
13. **Select the service** you enabled availability per teammate on.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FLwRdoN995G5tmk05th72%2FUntitled%20design%20(79).png?alt=media&amp;token=29496ab4-bfc2-4352-8a22-2c304dc13337" alt=""><figcaption></figcaption></figure>

15. **Adjust the availability** to match this teammates schedule.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FTpPqMT5E98e8BVMXEWQW%2Fimage22.png?alt=media&amp;token=fe9ee744-4d80-466b-9013-2675a6de4eb1" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The availability for the service attached will be based on this! It will no longer use the availability inside of the services settings. This means that each teammate will have a specific availability when selected in the service
{% endhint %}

16. Click **update.**

Now if you go to the product page of your service and open the calendar you will see the availiability is based strictly on that teammate.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FPJ6sKWtfiOUu09bF0TWz%2FScreenShot%20Tool%20-20250120173622.png?alt=media&amp;token=44738655-687f-42de-8a56-0a6e7f1366d2" alt=""><figcaption></figcaption></figure>

But why is there no teammate selector?

Great question! The reason for this is usually one of two things:

1. There is only one teammate attached to that service which means there is no need for teammate selection.
2. Teammate selector is disabled in Apps > Cowlendar > Settings > General Settings like the screenshot below.

<figure><img src="https://1413666222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FB7xH6fep0zIUsqsS8lgV%2Fuploads%2FpwuEYyPdzA6rHUurQXwG%2FScreenShot%20Tool%20-20250120173830%20(1).png?alt=media&amp;token=fc6f7bd3-c94c-4269-b0ea-434e4d5cb563" alt=""><figcaption></figcaption></figure>

Now you are ready to build your awesome team!
