Providers and Teams

Find out how to add providers/teams, pay them and control all of their settings.

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12 articles in this collection
Written by Kirby

Providers and Teams Overview

Learn how providers can view their bookings, payments and learn more about their settings.
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Written by Kirby
Updated this week

How To Add/Deactivate Or Delete A Provider or Team?

Learn how to create providers/teams and deactivate/delete them or even split teams into individuals.
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Written by Kirby
Updated this week

How Do Providers/Teams Receive Bookings

Learn more about the 3 types of scheduling and view live examples of how providers/teams receive bookings.
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Written by Kirby
Updated over a week ago

Provider Payments

Learn everything about payments and how to send them out.
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Written by Kirby
Updated over a week ago

Connecting Provider Stripe Accounts

Learn how to connect provider Stripe accounts so you can easily transfer over payments.
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Written by Kirby
Updated this week

Is There A Way To Undo A Payment Once Sent To A Provider?

Need to stop a payment that was sent to a provider?
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Written by Kirby
Updated over a week ago

Prevent Providers/Teams From Seeing Customer Emails And Phone Numbers

Learn how to disable phone numbers and emails from being shown to providers/teams.
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Written by Kirby
Updated over a week ago

Prevent A Provider/Team From Being Paired With A Specific Customer

Make sure a customer never gets paired with a team or provider they did not like.
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Written by Kirby
Updated over a week ago

Prevent Providers Being Paired With Other Providers?

Would you like to disable pairing?
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Written by Kirby
Updated over a week ago

Pending Invitations Error And Active Bookings Message

Are you having trouble turning off a specific option for a provider or team?
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Written by Kirby
Updated over a week ago

How to Clock In And Out With The GPS Feature

How providers can clock in, clock out, and suggest adjustments.
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Written by Kirby
Updated over a week ago

How To Export Provider Data

Export provider information into a .CSV file
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Written by Kirby
Updated this week