Invite team members as Contributors
YouCanBookMe makes it easy for your entire organization to join your account and manage bookings all in one place. Each team member will receive their bookings directly on their own Google or Outlook calendar, and they can even create unique video conferencing links for each booking they receive.
When you create a YCBM account for your organization, you'll become the Account Owner with access to the Team Management portal to invite your team to join the account. Follow the steps in this article to get your team up and running.
This feature is available on our Team plan.
In this article:
- Invite your team members
- How team members accept the invitation
- How team members integrate their Zoom accounts
- How to connect your team to booking pages
Invite your team members
Invite your organization via this link, or by selecting Team Management from the dropdown menu. Click the Invite team members button to get started.
Click Invite team members and start entering the email addresses of the team members you'd like to invite to join your account, and then set the role you'd like to assign to them. This action will trigger an email invitation to them.
Need to invite more than 50 team members? Contact YouCanBook.me support via the Get Help button in your Dashboard.
Inviting an existing YouCanBookMe user
If your team member already has a YouCanBook.me account, the email will come with the subject line "[account email] has requested control over your YouCanBook.me account."
When the team member accepts this invitation, they will temporarily not be able to access any booking pages on their dashboard, as their account will revert from Account Owner to Account Contributor.
All booking pages from their existing account will be automatically moved into the Account Owners dashboard.
As the Account Owner or Administrator, you will later adjust their role to restore their access to existing booking pages.
Inviting a new YouCanBook.me user
If your team member does not have an existing YouCanBook.me account, the email will come with the subject line, "You’ve been invited to join YouCanBook.me." They will click Accept Invitation from the email, and follow the prompts to create a Contributor account.
How team members accept the invitation
When the team member accepts the invitation from their email, they'll be taken into YouCanBook.me to start the setup process. First they will be prompted to accept the invitation to join the team account, along with YouCanBook.me terms of service
To complete the account setup, each team member will enter their name and select a password for their account, and then select the calendar account they want to integrate with YouCanBook.me. This is the calendar account where all their bookings will reside.
How team members integrate their Zoom accounts
Once each team member has integrated their selected calendar, they'll be taken to their Account page. From here, each team member can click on Integrations to integrate additional calendar accounts, or their personal Zoom account.
What's next?
When a team member has accepted the invitation as a Contributor, you can make them an Editor or Administrator, connect them to any of your existing booking pages, or create a new booking page for them. Click here to read our full setup guide for teams.
For further questions, contact our team at support@youcanbook.me.
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