Invite your team to join your account

We're excited to have your team join YCBM! Our Team Management account model allows you to assign an account role and permissions to each member of your team.

Follow this guide to learn how to invite team members to join your account, remove team members, view their integrations, and make subscription changes as needed. 

This feature is available on Teams plan. 

• Invite your team
• Account Roles
• View shared integrations
• Create a Team booking page

Invite your team

Head to the Team Management menu: https://app.youcanbook.me/#/account/team. From the Dashboard icon in the top right Team Management:

1. Click Invite Team Member
2. Add your Team Members' emails and separate them by a comma (teama@domain.com, teamb@domain.com, teamc@domain.com). Please note that anyone on an active subscription will need to cancel their subscription before being invited. Once the team is invited they will be sent an email to set up their account, which will then be connected to yours.
3. Choose which role your Team Members will be set up as when they join your account (i.e., Administrator, Editor or Contributor). 
   • Administrator: Has access to all booking pages and data on your account, except the Billing information. Administrators can also invite and remove team members from the account, and assign roles. They can create new booking pages for anyone on the team.
   • Editor: The next level of access. Editors can edit and modify bookings pages that were assigned to them, and those booking pages will appear in their account when they login to their YCBM account. They will also see booking data related to those booking pages. They cannot delete any pages or create booking pages outside of what has been assigned to them.
   • Contributor: The lowest level of access. When they log in to YCBM, they will see what accounts they are sharing with you (Google, Microsoft, Zoom, etc) but won't have access to any booking pages. This role is recommended when a Team Member just wants to receive bookings but doesn't need to be involved in the setup process.  They will be able to see their bookings and cancel or reschedule them.
4. Repeat the process for other roles. You can modify access for anyone at any time. 

View shared integrations

To see what accounts a team member is sharing with you, go to the Integrations page, or click here. Click "Show details" to see the number of calendars integrated from the calendar account. In this example, there is 1 calendar integrated from the Outlook calendar account. 

You will also see any additional accounts (Zoom, etc). To connect to a team member's Zoom account, you need to ensure they have shared their Zoom integration with you. To generate Google Meet links, a separate integration is not necessary - just ensure the team member is sharing a Google calendar with you. 

Create a Team booking page

Now that your Team Members have joined your account and shared their integrations, you can begin building out booking pages to fit their needs. 

Create a team booking page - using our Teams feature, you can connect multiple people's calendars to the same booking link. Each team member will receive bookings straight to their calendar, based on their availability. 

Create a booking page for an individual - set up a customized booking page for an individual on your team. 

For further questions, contact our team at support@youcanbook.me.

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