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Teams

Collaborate with team members, manage shared events, and work together on scheduling with powerful team features.

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What are Teams?

Teams let you collaborate with others on event management, share bookings, and work together on scheduling. Perfect for businesses with multiple staff members, departments, or service providers.

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Creating a Team

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Basic Team Setup

1. Navigate to Teams: Go to the Teams section in your dashboard
2. Click “Create Team”: Start building your team
3. Team Details:
   • Team name and description
   • Business information
   • Team branding
   • Initial settings

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Team Configuration

Basic Information:

• Team name and tagline
• Description of team purpose
• Business category
• Contact information

Team Settings:

• Default permissions
• Booking policies
• Notification preferences
• Integration settings

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Team Permissions

Control what team members can access and modify:

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Admin Permissions

Full Access:

• Create and manage all events
• Invite and remove team members
• Manage team settings
• Access all bookings and analytics
• Configure team policies

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Member Permissions

Event Management:

• Create and edit events
• Manage their own bookings
• View team calendar
• Access shared resources
• Collaborate on events

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Viewer Permissions

Read-Only Access:

• View team events and bookings
• See team calendar
• Access basic information
• Limited to viewing only

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Inviting Team Members

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Invitation Process

1. Open Your Team: Navigate to team management
2. Click “Invite Members”: Start the invitation process
3. Enter Details:
   • Email addresses
   • Permission levels
   • Custom messages
   • Welcome information
4. Send Invitations: Automatic email notifications sent
5. Track Status: Monitor invitation acceptance

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Invitation Management

Invitation Types:

• Email Invitations: Direct email invites
• Link Sharing: Shareable invitation links
• Bulk Invitations: Invite multiple members at once
• Custom Messages: Personalized invitation content

Invitation Tracking:

• Pending Invitations: Track who hasn’t responded
• Accepted Invitations: Monitor new team members
• Resend Invitations: Follow up on pending invites
• Cancel Invitations: Revoke pending invitations

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Team Events

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Creating Team Events

Team events can be managed by multiple team members: Event Types:

• Collective Events: Any team member can host
• Round Robin Events: Automatic distribution
• Group Events: Multiple team members involved
• Shared Events: Team collaboration required

Event Configuration:

• Team Assignment: Select which members can host
• Availability Sync: Coordinate team schedules
• Workload Distribution: Balance booking assignments
• Quality Control: Team standards and policies

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Team Event Management

Collaborative Features:

• Shared Calendars: See all team availability
• Event Templates: Standardized event types
• Quality Standards: Consistent service delivery
• Performance Tracking: Individual and team metrics

Workflow Management:

• Approval Processes: Team-based approvals
• Handoff Procedures: Smooth member transitions
• Backup Coverage: Automatic reassignment
• Quality Assurance: Team review processes

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Team Calendar

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Unified Scheduling View

See all team members’ schedules in one comprehensive view: Calendar Features:

• Individual Availability: Each member’s schedule
• Shared Events: Team-wide events
• Booking Conflicts: Identify scheduling issues
• Resource Management: Shared resources and rooms

Visual Organization:

• Color Coding: Different colors for each member
• Status Indicators: Available, busy, tentative
• Event Types: Different icons for event categories
• Time Zones: Support for distributed teams

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Calendar Collaboration

Scheduling Coordination:

• Availability Sharing: See when team members are free
• Conflict Resolution: Identify and resolve scheduling conflicts
• Resource Booking: Manage shared spaces and equipment
• Team Meetings: Schedule internal team meetings

Advanced Features:

• Recurring Events: Set up regular team meetings
• Time Zone Support: Work with distributed teams
• Mobile Access: Calendar access on all devices
• Integration: Sync with external calendars

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Team Management

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Administrative Controls

Team Settings:

• Edit Team Information: Update name, description, branding
• Permission Management: Adjust member access levels
• Policy Configuration: Set team rules and standards
• Integration Settings: Connect with external tools

Member Management:

• Add/Remove Members: Manage team composition
• Permission Updates: Change member access levels