Setting up a team account

With a team YouCanBook.me account, you can:

  • Have each team member share their calendar, so bookings go straight into their calendar
  • Connect multiple Zoom accounts, so unique Zoom links can be generated for each team member
  • Allow for multiple admin logins for easy, secure booking page management

In this article: 

Video Overview
Invite team members as contributors
Invitation & Integration flow for team members
Integrating Zoom accounts for team members
Changing roles for team

Video Overview

Video Thumbnail
4:30

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Invite team members as contributors

Invite team members via this link, or by selecting Team Management from the account dropdown menu. Click the Invite team members button to get started.


Start entering the email addresses of the team members you'd like to invite to join your account as a contributor. This will trigger an email to them. 

Inviting an existing YouCanBook.me user

If your team member already has a YouCanBook.me account, the email will come with the subject line "[account email] has requested control over your YouCanBook.me account." 

When the team member accepts this invitation, they will no longer be able to access any booking pages on their existing account, and their account will revert from Account Owner to Account Contributor. Any existing booking pages on their account will be automatically moved into the main account. 

Inviting a new YouCanBook.me user

If your team member does not have an existing YouCanBook.me account, the email will come with the subject line "You’ve been invited to join YouCanBook.me." They will click Accept Invitation from the email, and follow the prompts to create a Contributor account. 

Accept invitation and integrate a calendar

When the team member accepts the invitation from their email, they'll be taken into YouCanBook.me to start the setup process. First they will be prompted to accept the invitation to join the team account, along with YouCanBook.me terms of service. 

To complete the account setup, each team member will enter their name and select a password for their account, and then select the calendar account they want to integrate with YouCanBook.me. This is the calendar account where all their bookings will reside. 

Integrate individual Zoom accounts

Once each team member has integrated their selected calendar, they'll be taken to their Account page. From here each team member can click on Integrations to integrate additional calendar accounts, or their personal Zoom account.

Set up multiple administrators on your team account

Account Owners can set up multiple administrators by adjusting their role from Contributor to Administrator. Any Administrators on the account will be able to view edit all booking pages, create new booking pages and access related booking data. Administrators cannot invite team members or run a bookings export at this time.

Future updates may include an Editor role that allows you to assign specific booking pages to a team member.