How to change your availability Whether you work full-time, part-time or around another job, you can update your availability at any time. Clients will only be able to book during the times you have made available. Step 1: Open your calendar settings From your dashboard: Click Calendars from the...
📲 Setting Up Your Mobile Number Signing up for a dedicated mobile number takes a little effort, but it’s a one-time setup that can really help your business grow. Once complete, you’ll be able to send review requests, appointment reminders, seasonal offers, and more to your clients. To get...
🚀 Getting Started With Your Easy Admin Welcome and Thank You For Joining! Here’s everything you need to know to get up and running quickly with your booking system and CRM! How to Log In to Your Account Use the login link provided within your Welcome Email or app.youreasyadmin.com...
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Sharing bookings evenly across your team Round-robin booking helps spread appointments fairly across your team. Instead of all bookings going to one person, the system takes turns assigning bookings to available team members. What is round-robin booking? Round-robin means new bookings are automatically shared out evenly between your team....
How to use the conversations inbox for team members. The conversations inbox lets you and your team manage client messages in one place. You can reply by SMS, email, Instagram DM or Facebook Messenger without switching between different apps. Why use the conversations inbox? The conversations inbox helps your...
Tracking team performance and activity Tracking team activity helps you see what your team is doing, who is following up with clients and where extra support may be needed. Your dashboard keeps everything in one place, so you do not need to manage this with spreadsheets. Why track team...
How to create a calendar for a team member Creating separate calendars for each team member makes it easier to manage bookings, availability and staff schedules. Each person can have their own booking link, so clients can book directly with the right person. Why give each team member their...
Assigning tasks or leads to your team Assigning leads, tasks and enquiries to your team helps everyone know what they are responsible for. It keeps your follow-ups organised and makes sure no client enquiry gets missed. Why assign work to team members? Assigning leads or tasks to your team...
Controlling what your team members can see and do User permissions help you control what each team member can access inside your dashboard. This keeps your account tidy, protects important information and makes sure each person only sees the tools they need. Why set permissions? Permissions help you: Control...