Zenbooker lets you give each of your team members their own user account. Inside their Zenbooker account, they can view jobs assigned to them, dispatch and schedule jobs, and manage other areas of the business.
Of course, which permissions you want to give to your team members is entirely customizable, so you can control what you want them to be able to see and edit.
Adding Team Members
From your Zenbooker dashboard, click Team on the side navigation bar.
Click on the Add Team Member button.
3. Fill out the name, email, mobile phone number (optional), and starting location (if available) for the team member you want to add. The team member will use the email you entered to log into their account, and their phone number can be used to send them SMS notifications when they've been assigned a new job.
If you want this team member to perform service work in the field or be able to be assigned to work, make sure that "This team member can be assigned jobs" under Service Provider is set to Yes.
4. Review and adjust the team member's roles and permissions as needed. You can always edit a user's roles and permissions later. Learn more about how roles and permissions work in Zenbooker.
5. Scroll down, and click Add.
Accepting the invitation
An email will then be sent to the team member asking them to accept the invitation to your company's Zenbooker account.
The new user will need to click Accept the Invitation to create a password and access Zenbooker.
Customizing the invitation email
You can choose to customize the template of the email invite that's sent to your invited team members.
You can find these options by going to Settings > Client & Team Notifications > Team Member Invite.
Inside you'll be able to change/add:
The text of the email.
The activation button message.
The footer text.
Your logo.
Various other Dynamic Text Variables.