As an administrator, you have powerful tools to simplify user account management. Create "standard accounts" (templates) by defining key settings such as working hours, locations, or appointment types.
When creating a new user account, simply select the appropriate template, and all configurations will be applied automatically. This saves valuable time and ensures smooth, consistent team management.
(To switch your account into an 'admin' account, we invite you to contact us via support.)
Steps:
Go to your account settings.
2. Select the “Template” menu.
3. Click on “Create a template.”
4. Enter the name of the template.
5. You can then add the necessary settings for creating future user accounts (e.g., working hours, availability, locations, etc.).
Template setup includes:
Creating a page
Creating a user profile
Setting up availability
Setting up notification preferences