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
- 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 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!
Email: [email protected]