How to add team members in Schedule.so
The Bookings tab in Schedule.so helps you manage all your appointments from one place. It gives you a clear view of your schedule, makes it easy to review upcoming and past meetings, and lets you update bookings when plans change.
Instead of checking appointments one by one, you can use the Bookings tab to track your calendar, stay on top of your schedule, and keep your meetings organized.
Access the Members Section
Open your Schedule.so workspace. From the top navigation menu, click Members. This section displays all active team members and pending invitations associated with your workspace. From here, you can invite new members, manage permissions, and monitor invitation status.
Add a New Team Member
Click Add Member. A popup window will appear where you can enter the email address of the person you want to invite. Enter the email address and click Add and Set Access. This allows you to configure permissions before sending the invitation.
Configure Access Permissions
After entering the email address, choose the access level for the team member. Permissions determine what actions the member can perform within the workspace. You can grant access based on their responsibilities and choose different permission settings for each workspace if needed.
Once the required permissions are configured, click Save. The invitation will then be sent to the specified email address.
Manage Pending Invitations
After the invitation is sent, the user will appear in the pending or invited members list until they accept the invitation. If necessary, open the actions menu next to the invited member.
From here, you can resend the invitation if the user did not receive the email, or revoke the invitation if you no longer want to grant access. This allows you to manage invitations before the user joins the workspace.
Accept the Invitation
The invited user will receive an email invitation from Schedule.so. To join the workspace, they need to open the email and click Accept Invitation. This will open the invitation page in their browser.
If the user does not already have a Schedule.so account, they can create one and then continue with the invitation process. Once the invitation is accepted, the user is automatically added to the workspace.
Manage Active Team Members
After the invitation has been accepted, return to the Members section. The user will now appear as an active team member instead of a pending invitation. If needed, you can update their permissions at any time using the Manage Access option. This allows you to adjust what they can view or modify as their role changes.
You can also remove the member from the workspace whenever required.
