TapBook

Team members and bays

Add the people and bays customers book, give each their own hours, and choose the services each one does.

Team members and bays are who or what customers book. A time stays open until everyone who can do the job is booked, so two people who both do a service can each take it.

Where to find them

  1. In TapBook, open Booking page, then Team. You can also open Team.
  2. The card is Team members and bays.

Only owners can change them. The tab is there once your booking page is published.

People and bays

The line under the heading is Who or what customers book. A time stays open until everyone who can do the job is booked.

Each row shows the name, then Team member or Bay, and the location's name when you have two or more. Edit and Remove sit on the row.

Edit turns the row into the fields, with Save and Cancel:

  1. Name.
  2. Kind: Team member or Bay.
  3. Location, when you have two or more.

The same fields sit at the bottom for a new one. Choose Add.

TapBook answers with their name and added, saved or removed.

Remove asks Remove and their name. The line is They stop taking bookings straight away. Choose Keep them or Remove.

A blank name says Enter a name. A long one says Use 60 characters or fewer. Someone with bookings coming up can't be removed yet, and they can't move to another location yet. The last person or bay at a location needs at least one team member or bay, so that row has to stay until you add another.

A new location starts with Team member 1. Rename them here. See Locations.

Hours and services

Their week isn't on this card. Choose them under Hours for on Hours, and tick the box that reads their name and has their own hours. Until you do, they work the location's hours.

Which services they do is on each service. With two or more people or bays, tick them under Team members and bays. The line there is Who can do it. See Who can do a service. With only one, they do every service and that choice stays hidden.

Things to check

One booking doesn't fill the time

That is the rule on the card. If two people are ticked for the service, one booking leaves the time open for the other. Tick only the people who do that job, then Save service.

They can't be removed

The page says they have bookings coming up, so they can't be removed yet. Move or cancel those bookings first. See Confirm, move and complete bookings. The same block applies if you Edit them onto another Location: they can't move to another location yet.

The location would have nobody left

The page says that location needs at least one team member or bay. Choose Add for the next person, then Remove the one you are retiring.

Updated . Still stuck? Email hello@tapbook.au