Employee Appointments

Estimated reading: 2 minutes

When an appointment is given by your employees rather than by your company as a whole, make the employees its owner. Each employee you add keeps their own working days and hours, and the calendar shows each one’s free times, so customers book with a person.

You need the Employees app, which is installed together with Appointments, and your employees added under HR > Employees.

Adding Employees to an Appointment

Go to Appointments and select Appointments.
Click New Appointment, or open an appointment with Edit.
Select Employee as the Owner.
Under Employees, for each employee:

select the Employee,
select their Working Days,
enter their Starting Time and Ending Time.

Click Add an Employee for each further employee. A new row starts with the working days and hours of Settings > Appointments; change them as needed.
Click Save.

Each employee you add gets an email with the appointment’s name, length, days and hours, if their employee record has an email address.

Tip: The same employee can work on several appointments with different hours. A time they are booked for on one appointment is no longer free on the others.

Booking an Employee’s Time

The appointment’s calendar shows the free times of every employee. When you click a free time, the booking window names the employee, as in Strategy Session (Priya Raman), and in the New Booking form each free time is listed with its employee, as in 10:00 – 11:00 (Priya Raman). Your customers see the same in the client portal and through a shared link.

When an Employee Leaves

An employee who is dismissed in the Employees app, or whose record is disabled, takes no more bookings. Their bookings stay; move them to another employee from the booking’s Edit. See Managing Bookings.
An employee who still has bookings can’t be deleted.

The Employee’s Page

Open an employee under HR > Employees and select the Appointments tab: it lists the appointments they work on, with their days and hours, and their next upcoming bookings.

To let your employees see their own bookings, give them a login. See The Employee Panel.