Team Booking Integration in BookingGo SaaS - WorkDo.io

Team Booking Integration in BookingGo SaaS

Introduction

Welcome to the comprehensive documentation for Team Booking within the BookingGo SaaS platform. This documentation is designed to provide you with a thorough understanding of how to effectively utilize Team Booking to streamline your scheduling and team management processes. Team Booking offers robust features that empower businesses to efficiently coordinate appointments, allocate resources, and manage staff availability seamlessly. Whether you’re scheduling client meetings, coordinating team projects, or managing service appointments, Team Booking provides the tools you need to enhance operational efficiency and deliver exceptional service experiences. This documentation will guide you through setting up Team Booking, configuring scheduling options, managing team members and resources, and optimizing your booking workflows. By the end, you’ll have the knowledge and tools to maximize the potential of Team Booking within your organization, ensuring smooth operations and satisfied customers.

Workflow

Installation

So, the following is the installation process of the Team Booking BookingGo SaaS with the help of which you can easily access this add-on.

Step 1 : Super Admin Access

The super admin must first add the Team Booking BookingGo SaaS by following a few steps.

  • Log in to the Super Admin side of BookingGo using your credentials.
  • Once logged in, navigate to the Add-On Manager module by clicking on it from the admin dashboard or sidebar menu.
  • In the Add-On add-ons module, click on the “+” button to initiate the process of adding a new add-on.
  • After clicking the “+”, you’ll be prompted to upload the ZIP file of the particular add-on you wish to install. Drop down the ZIP file as instructed.
  • Once the ZIP file is uploaded, the add-on will appear on the Add-On Manager Page.
  • Simply enable the module by toggling the appropriate switch or button, making it visible to end users.

Step 2 : Company Login Steps

Once the Super admin enables the add-on, the team members will be able to use that add-on easily.

Step 3 : How to use the Team Booking Add-On in BookingGo SaaS

  • Click on Edit Business in the business section and navigate to the Service Button in the front row.
  • Press the + button to open the Create New Service page, select your desired service, and click the Create button.
  • In the action row, click the green button to open the Team Booking page, select the required number of team members, and press the Create button.
  • Go back two steps, click on the Staff Button in the front row, then click the green button in the action row to open Team Booking Services.
  • Go back one step and click the Edit button in the action row next to the green button. Add or update services as needed, then press the Update button.
  • Open the photography website and go to the Online Booking Now section.
  • Find your newly created service, select the number of team members in the Number of Persons field, fill in the required details, and press the Finish button to complete the booking.
  • Open the BookingGo website, click the Appointment button, navigate to your appointment, and click the Edit button to view or update team and service details.
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