If you have multiple staff members at your business, you may want to add them to your GoReminders account so you can assign them to the appointments they'll be working on.
Once Staff are entered in GoReminders, they can appear as a selection on the Booking form (if enabled) and they will appear as an option to select on the Appointment form. You can also include Staff in your reminder templates so clients will know who will be servicing their appointment.
To add Staff to your account, follow these steps:
Go to Settings > Staff.
Click the + sign next to "Add a staff member!"
Enter the staff member's name, email address, and phone number in the appropriate text fields.
For the feature, "Forward confirmation/reschedule notices and customer SMS replies?", select "Yes, email me" or "Yes, text me" if you want staff members to receive notifications for confirmed, rescheduled, and canceled appointments as well as SMS replies from clients. (If you do not want staff members to receive these notifications, leave this option as "No thanks.")
In the Booking Options section, check the box for "Hide from Booking form?" if you do not want clients to select Staff on the booking form.
Click the orange Save button to save the Staff member to your account.
If you'd like your Staff to see appointments on their personal calendar (ie. Google, Outlook, etc), you can send them a calendar invite by doing the following:
In Settings > Staff, click the three dots next to the Staff member's name.
Click the green Edit button.
A staff email address is required to send a calendar invite.
In the Invite to Calendar section, click the orange Send Invite button.
Let your staff know that an invite has been sent to their email address and that they need to click on the link to sync their GoReminders appointments into their calendar.
Your staff only needs to set this up once and their assigned appointments will automatically appear in their calendar.
It is important to note that these invites expire after 24 hours. Here's what to do if the invite expires:
Go to Settings > Staff.
Click the three dots next to the Staff member's name.
Since the invite expired, you'll need to remove the Staff member from your account first. Click the blue Delete button.
After deleting the Staff member, add them back again:
Click the + sign next to "Add a staff member!".
Enter the staff member's name, email address, and phone number.
In the Invite to Calendar section, click the orange Send Invite button. A new invite will be sent to their email address.
This will resend the invite by deleting and re-adding the Staff member. It's recommended only if the initial invite expired.
Still have questions?
Feel free to chat with our friendly customer support team.