When onboarding a new team member, you can now copy an existing team member!  This can make your onboarding process go much faster.  When you choose to copy an 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 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]