Zenbooker allows you to give each team member a user account. Within their account, they can view assigned jobs, dispatch and schedule jobs, and manage other business areas.
Of course, you can customize the permissions you give to your team members so you can control what they can see and edit.
Adding Team Members
From your Zenbooker dashboard, click Team on the side navigation bar.
Click on the Add Team Member button.
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.
Review and adjust team members' 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.
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.
5. Scroll down and click Add.
Accepting the invitation
The team member will then receive an email asking them to accept the invitation to your company's Zenbooker account.
The new user must click Accept the Invitation to create a password and access Zenbooker.
Customizing the invitation email
You can customize the template of the email invite sent to your invited team members.
These options are available at 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