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How To Add Acuity Scheduling To Squarespace

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{ "superlative::memberareas:billingsignup":"New Release Squad (Conversation)", "top::memberareas:creatingmemberareas":"New Release Team (Chat)", "tiptop::memberareas:managingmemberareas":"New Release Team (Chat)", "superlative::media:video-storage":"New Release Squad (Conversation)" }

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Adding and managing Scheduling contributors

Annotation: While our virtually popular guides have been translated into Spanish, some guides are only bachelor in English.

Adding and managing Scheduling contributors

Add together people to assistance you manage Scheduling past inviting them as contributors. You lot control their ability to admission and make changes to Scheduling settings and features. This is helpful if you have staff members who need access to manage or schedule appointments, but don't desire them to make substantial changes or consign information from Scheduling.

Tip: If you use Acuity Scheduling, the process for adding contributors works differently. Visit the department below for specific steps.

Nosotros've merged the Acuity Scheduling Help Center with the Squarespace Assist Center. This guide applies to both versions of Scheduling.

Access levels

All Squarespace contributors can admission the Habitation carte du jour, where they can navigate to their account dashboard and other parts of Squarespace. In Scheduling, they have limited permissions, as explained below.

View just

Scheduling contributors with view only admission tin can review upcoming appointments just tin can't add together new appointments through the Scheduling panel or change Scheduling settings.

They can but access information, including clients and appointments, related to the calendars you give them admission to. View only contributors tin access the post-obit panels:

  • Calendar - Contributors tin can access appointments booked on calendars you lot requite them access to. They can click appointments to view appointment details, merely can't edit or reschedule appointments. They can view appointment labels, just can't add or edit them.
  • Clients - Contributors can view the customer listing, but merely access clients with at least one engagement on a calendar y'all've given them admission to. They can click client names to review date history and other data, simply can't edit client information. If you've given them permission to export appointments and clients, they can export the clients they tin can admission, but not your other clients. They can't import clients.
  • Reports - This is only visible if you've given the contributor permission to export appointments and clients. If it's visible, they can export appointments from calendars they can access, but tin can't import appointments or view any other reports.
  • Scheduling folio link - Contributors can apply this section to become direct links to your scheduler and code to embed your scheduler in a website. They won't have access to links, embedding information, or date types for calendars that you haven't given them access to, and they can't customize any of the URLs.

View & edit

As with view merely contributors, contributors with view & edit access can only review information connected to the calendars y'all give them access to. They can't admission clients and appointments from calendars they can't access. They tin can access these panels:

  • Calendar - Contributors can do everything a view simply correspondent tin can, plus they tin edit, reschedule, and cancel appointments. They can add together labels to or remove them from appointments, but they can't create labels or delete them from the system.
  • Clients - Contributors can do everything a view simply contributor tin, plus they can edit client information and ban clients. They can reschedule and cancel appointments from this view. If y'all've given them permission to export appointments and clients, they can both import and consign clients.
  • Reports - This is but visible if you've given the contributor permission to export appointments and clients. If it'southward visible, they can consign appointments, simply can't import appointments or view any other reports.
  • Scheduling page link - Contributors can do everything a correspondent with view simply access can do, accessing directly links and embedding data for your scheduler. They can't access data or appointment types for calendars they can't access.
  • Availability - Contributors tin can edit the hours that the calendar is available for appointments. They tin also modify scheduling limits and calendar settings, including changing which email addresses Scheduling notifies when clients volume appointments.
  • Integrations - ​​ Contributors can connect to a limited suite of apps, including video conferencing and API connections.
  • Sync with other calendars - Contributors tin connect Scheduling calendars to a third party calendar. They can only connect to the Scheduling calendars you've given them access to.

Ambassador

Contributors with administrator access can do almost everything the Scheduling owner can do, including import and export clients and appointments. They have the following limitations:

  • They tin't add or remove contributors, or change their access levels.
  • They can't change the Scheduling owner.
  • They tin't change Scheduling plans or cancel Scheduling.

Add together or remove a Squarespace Scheduling correspondent

To invite a new correspondent to Scheduling:

  1. In the Abode carte du jour, click Permissions, then click Invite Contributor.
  2. Enter the correspondent's name and email address, then use the toggle to select Scheduling View Merely, Scheduling View & Edit, or Scheduling Administrator. Learn well-nigh Scheduling access levels.
  3. If you picked Scheduling Administrator, click Invite to send an invitation to your correspondent. If yous picked Scheduling View But or Scheduling View & Edit, click Side by side to continue.
  4. Use the toggle to decide whether the contributor can export appointments and client data from Scheduling, so use the checkboxes to choose which calendars they can access.
  5. Click Invite to ship an invitation to your contributor, inviting them to piece of work on Scheduling with you. They can admission Scheduling after they have the invitation.

Assign calendar access panel shows toggle for allowing user to export, checklist of calendars for controlling calendar access.

To remove a Scheduling contributor:

  1. In the Home card, click Permissions, and then click the correspondent you want to remove.
  2. Click ..., then click Remove contributor.
  3. Click Remove to ostend.

Alter a Squarespace Scheduling contributor'south access level

You tin expand or reduce a contributor's access to Scheduling afterwards you've added them. To change their admission:

  1. In the Home carte, click Permissions, then click the contributor's proper name.
  2. Use the toggles to gear up their access level.
  3. If they take Scheduling View But or Scheduling View & Edit access, click Assign & Manage Calendars to choose which calendars they tin can access and whether they tin export appointments and client information. Click Done after making changes.
  4. Click Save when you're done making all changes.

Add together staff to your Acuity Scheduling business relationship (Acuity accounts only)

If y'all take an Acuity account rather than a Squarespace Scheduling account, the process for adding contributors works differently.

To add together a new user to your Vigil account:

  1. Click Manage users, then New user.
  2. Enter the new user's email address and assign them a password.
  3. Select their admission level from the Access level drop-down menu.
  4. Optional: Check Allow user to consign clients and appointments to give the user permission to export appointments.
  5. If yous selected View only or View-and-edit access, utilise the checkboxes to choose which calendars they can access .
  6. Click Add together user.
  7. Notify the new user of their username and password. Users won't be automatically notified when you lot add them.

Later you've added users, they tin can manage their password and username.

Acuity admission levels

Users with view only and view & edit admission have the same access as Scheduling contributors at those levels.

Acuity users with admin access tin practise everything the business relationship possessor can do, except:

  • Delete the main account.
  • Edit or delete their user account.
  • Change the username or password for the main business relationship.

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How To Add Acuity Scheduling To Squarespace,

Source: https://support.squarespace.com/hc/en-us/articles/4408219604237-Adding-and-managing-Scheduling-contributors

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