Getting started for new team members

ExpertBox is your digital assistant that helps you keep everything at hand with a smart booking system, easy calendar management, safe audio and video chats with clients, and automated billing. When you join an ExpertBox workspace, you’ll need to create an ExpertBox account.

Sign up

To join your team on ExpertBox, you’ll need to accept an email invitation from an administrator or the owner of an existing workspace. Here’s how to do it:

  1. Click the invitation link in your email.
  2. Enter your email address and create a strong password.

Tip: Need to create your own workspace? Read this guide to learn how.

Set up your account

Now you’re a few steps away from starting work in ExpertBox!

Step 1 — Provide general information

Help people get to know you. Clients will see this information when making an appointment, so be sure to include your photo and information about yourself!

Keep in mind: Your profile picture should be less than 10 MB and be in JPG, GIF, or PNG format.

Step 2 — Add your location

Add your time zone and location. This will help people be on time for appointments with you, wherever they are in the world.

Getting started

Congratulations! Now that you’ve set up your account, let’s bring ExpertBox to life! Your next steps  will depend on your role in ExpertBox:



Add working hours

Add working hours

Invite team members

Add services and assign them to team members

Set up your widget

Tip: To check your role, click on your workspace name in the top right corner. Check if you see Administrator in the Account section below your name and email address.