Teams

Team appointment requests

On Team Professional and Team Premium, each member takes appointment requests on their profile, and the team sees an overview in Appointments.

Team Professional and Team Premium include appointment requests for every member with a seat. Visitors request a time from a member’s profile, and the member answers it.

For members

Each member manages their own requests under My appointments: their services, availability, approvals and reminders work the same way as for an individual Card2Tap profile. See Set up Appointment Requests.

The team overview

Owners and Admins see Appointments in the Team dashboard, showing what is waiting across the team. Managers see the members of the departments they manage.

  • Totals: Waiting for a reply, Confirmed, upcoming, and New time proposed.
  • Filters: Status, and When (Upcoming and waiting, Past or All).
  • A list with the date, member, service and status of each appointment.

The overview helps you keep an eye on things, but each member still answers their own requests. Visitors’ contact details are not shown in the overview.

On Team Standard, Appointments shows a lock. Upgrading to Team Professional in Billing & plan switches it on. Nothing is deleted: anything set up before comes back when your team plan includes it.

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