Collaborators' list

The "collaborators' list" screen is used to manage the users (staff) that can receive appointments. You can view, search for, filter and activate or deactivate collaborators from this screen.

Searching for a collaborator

• Search bar: Use the search bar at the top of the list to find a collaborator by first name, last name or email.
• Group filter: You can also filter collaborator by group by selecting one of the group buttons (Team 1, Team 2, etc.) located just below the search bar.

Employee display

• Columns :

  • Last name: Displays the collaborator's last name.
  • First name: Displays the collaborator's first name.
  • Email: Displays the collaborator's email address.
  • Active: Allows you to activate or deactivate a collaborator.

• Column sorting: You can sort the list of collaborators by "Last name", "First name" or "Email" by clicking on the sorting arrows in the header of each column.

• Group selection: You can filter collaborators belonging to a specific group by clicking on one of the group buttons (Team 1, Team 2, etc.). The "All" button is selected by default and displays all collaborators.
• Checkboxes: Use the checkboxes to the left of each collaborator to select one or more collaborators at a time. This allows you to perform grouped actions (for example, duplicate when only one collaborator is selected or delete several collaborators if more than one is ticked).

Actions available

• Options menu (three-dot icon): Click on the three-dot icon next to each collaborator to display other available actions (share the collaborator's appointment link, duplicate or delete the collaborator).

Add a new collaborator

• Add" button: Click on the "+ Add" button at the top right of the screen to add a new employee. This will open a form allowing you to enter the necessary information for the new collaborator (surname, first name, email, etc.).

Managing collaborators

This screen is used to add or modify information about a collaborator in the Agendize platform. Here are the different sections and fields to fill in:

General information

• Title: Select the collaborator's title from the drop-down list (e.g. Mr, Mrs, Dr).
• Last name: Mandatory field in which you must enter the employee's last name.
• First name: Enter the collaborator's first name.
• Gender: Select the collaborator's gender from the drop-down list.
• Description: Free text field to add details or a description about the collaborator.
• Photo: Add a photo of the collaborator by dragging and dropping it or by clicking on the "Add a file" button. Accepted formats are JPG, PNG, GIF and SVG, and the maximum file size is 2MB.

Contact details

The employee's contact details are used for email and SMS notifications.

• Email: Mandatory field where you must enter the collaborator's email address.
• Landline telephone: Enter the employee's landline telephone number. You can select the country code from the drop-down menu.
• Mobile phone: Enter the collaborator's mobile phone number. You can select the country code from the drop-down menu.

Access rights

You can assign an access role to the user:

• Role: Select the employee's role from the drop-down list (e.g. Reader, Editor, Administrator). An employee without a defined role will not be able to connect to the platform, so the email address is mandatory.

Danger zone

This section is used to permanently delete an employee.

• Delete" button: Delete the collaborator from the platform. Please note that this action is irreversible and deletes all objects associated with the collaborator.

Share the collaborator's link

You can find on the top of the screen a sharing button that allows you to retrieve the shortener link for this specific collaborator as well as an iframe integration or a QRcode.

Managing services provided in Agendize

This screen allows you to manage the services your collaborators can offer.

• Search by name: Use the search bar to find a specific service.
• Select all: Tick this option to select several services for deletion.
• Add a department: Click on the "+" button to add a new department to the list.

For a diary to be visible on the appointment scheduling widget, a service must be associated with a member of staff.

Managing department availability and schedules in Agendize

This screen allows you to manage the availability of staff for appointments. Use these options to optimise appointment management.

• Appointment availability: Activate or deactivate the availability of employees.
• Recurring schedules: Define regular working hours for each day of the week.
• Specific schedules: Add customised schedules for specific days or periods.
• Unavailability: Enter absence dates manually or integrate an external calendar to add unavailability automatically.

Using the external ID in Agendize

This screen allows you to enter an external ID which is used to link to third-party tools. This feature facilitates the integration and synchronisation of data with other platforms.

• Enter an external ID: Enter a unique identifier that will be used to link this service or configuration to an external system or third-party applications.