Managing collaborators

Modified on Thu, 4 Sep at 12:13 PM

How to Access Collaborator Management

Menu Settings > Collaborators

Collaborator List

This screen displays all collaborators linked to your location.

Key Features

Search bar: by name, first name, or email
Email and Team clearly visible
Active/inactive toggle: to enable or disable a collaborator
“New” button: to add a new collaborator

Tip: The color dot helps visually identify each collaborator in the calendar view.

Collaborator Detail View

This screen lets you configure the identity, availability, and services associated with a collaborator.

General Information

Photo: used in the widget and console
First and Last Name: visible to clients
Description: short bio or expertise (optional)
Gender: optional personalization
Color: used in calendar views
Team: assign the user to a business team

Address & Contact Info

Postal Address: used for on-site appointments
Email: login and contact address
Phone: landline and mobile (optional)

Access Rights

Role: defines which features are accessible in the back office

Associated Services

List of services this collaborator can be booked for
Add or remove services with the “Add” button

Recurring Hours

Define weekly availability per weekday
Multiple time slots per day are allowed
Closed days = full unavailability

Specific Hours

Set exceptions (e.g., for holidays or limited weeks)
Define a date range with custom availability

Unavailabilities

Mark periods when the collaborator is not bookable at all

Calendar Sync

Paste an external calendar URL (Google, Outlook, etc.)
Use the “Invite to sync” button to send an email to the collaborator

Advanced

External ID: used for third-party integrations (e.g., CRM)

Danger Zone

Deleting a collaborator is irreversible
All related records and settings will also be removed

Saving Changes

Click “Save” at the bottom of the screen to confirm your updates.

Need Help?

If you need further assistance, reach out via your client portal or submit a ticket on Freshdesk.