Help Center

When onboarding a new team member, you can copy an existing team member.  This can make your onboarding process go much faster!  When you choose to copy and existing team member's settings to a new team member account, the following is what will be copied:

- Product Assignment (which products they are available to be booked for)

- Payouts (including price tiers)

- Service Areas

- Travel Fees

- Permissions

- Market Area (if enabled)

Follow the steps below to copy a team member while onboarding a new team member!

How to copy a team member account

Click the steps below for a detailed walk-through:

    Step 1: Click the Business tab

    Step 2: Click "Create a New Team Member Account"

    Step 3: Enter in Name and Email Address

    Step 4: Select existing team member from drop-down

    Step 5: Click "Ok"

Step-by-step:

Step 1: Click the Business tab at the top of the page.

Step 2: Scroll down to the Team Members section and click the "Create a New Team Member Account" button.

Step 3: Enter in the Name and Email Address of the new team member that you are onboarding.  

Step 4: In the Copy Team Member Settings drop-down menu, choose the existing team member whos settings you would like to copy to this new team member.

Step 5: Click the "Ok" button to create the new team member account. Note: you can still make any necessary changes to the new team member's account/settings.  This is just to allow you a better starting point rather than starting each new team member from scratch.

For any additional questions, our Support team is ready to help you!

Phone/Text: 509-515-3338

Email: [email protected]