Manage a team member

Workspace owners and administrators can manage team members’ profiles. Keep reading to learn how to:

Open a team member’s profile

Open a team member’s profile to see general information about that team member along with the services they provide and their regular working hours. The profile is also where you can edit information about a team member.

Here’s how you can access a team member’s profile:

  1. Go to Manage team.
  2. Find the team member whose profile you want to open by typing the team member’s name in the search bar or filtering team members by role or status.

  1. Click on the team member in the Manage team list to open their profile.

Edit profile

General information

Help people get to know the experts on your team. Clients will see this information when making an appointment, so be sure to include photos and short bio!

Location

Add an expert’s time zone and location to help people from all over the world book appointments.

Here’s how you can edit an expert’s general information and location:

  1. Go to the expert’s profile.
  2. In the General information section, click the edit icon.

  1. Make changes.

  1. Click Save.

Assign services

To start getting appointments, an expert needs to have services assigned to them. Here’s how to assign a team member to a service:

  1. Go to the team member’s profile.
  2. In the Services section, click the edit icon.

  1. Type the name of the service you want to assign to this expert or select it from the Services dropdown list.
  2. Add a price for the service or check Free session to provide it for free.

  3. Click Save.

Tip: Services with the same price are added to the same field.

Tip: Read our guide to learn how to create a service and set its scheduling rules.

Set regular availability

Workspace owners and administrators can manage regular schedules of people on their teams. Here’s how:

  1. Go to a team member’s profile.
  2. In the Regular availability section, click the edit icon.

  1. Click and drag the pointer on the calendar to add or remove working hours.

  1. Click Save.

Set date-specific availability

If you need to change an expert’s working hours on a specific date:

  1. Go to the expert’s profile.
  2. In the Regular availability section, click the edit icon.
  3. Go to the Date-specific availability tab.
  4. Use the dropdown calendar or the arrows on the right to find the date you need, then select it.

  1. Click and drag the pointer on the calendar to add or remove working hours.
  2. Click Save to apply these changes.

Keep in mind: Changing an expert’s regular or date-specific availability won’t cancel any existing appointments. You’ll need to cancel or reschedule existing appointments manually if an expert’s working hours change.

Change a team member’s role

Every team member has one of two roles in a workspace: expert or administrator. Company owners and administrators can always change a team member’s role.

Tip: Read to learn more about roles in ExpertBox.

Here’s how to change a team member’s role:

  1. Go to the team member’s profile.
  2. In the General information section, click the edit icon.

  1. Go to the Account tab.
  2. Switch the toggle in the Change role section.

  1. Click Save.

The team member’s role will be changed instantly.

Change a team member’s email address

Here’s how to update a team member’s email address:

  1. Go to the team member’s profile.
  2. In the General information section, click the edit icon.

  1. Go to the Security tab.
  2. Enter a new email address and your administrator password.
  3. Click Update email.

We’ll send a confirmation link to the new email address.

Keep in mind: Confirmation links are valid for 24 hours. If a team member doesn’t confirm a new address within this time, we’ll keep using the existing email address for this team member.