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aleciat's avatar
aleciat
Copper Contributor
Jul 11, 2019

Create Bookings Calendar on behalf of user

I would like to set up separate bookings calendars for each of our sales reps so I can configure all the settings for them and access them from my login, but then add them under staff as an administrator of the calendar so they can manage.

 

I have created a calendar and added my staff member, but how do I change my membership status so it no longer shows "bookable". I want this calendar to sync only with my sale rep's Office 365 Outlook calendar and not show mine.

  • Callum21950's avatar
    Callum21950
    Copper Contributor

    aleciat I found a way to do this:

    - Go to the booking calendar as an admin

    - In the staff area click edit on your admin user

    - In the membership information box click "re-send" 

    - When you receive your email click the "manage membership" button

    - Click the "stop membership" button

    When you go back to the booking site, and refresh the staff page, you will still be an administrator, however you will no longer be bookable. Hope this helps.

    • aleciat's avatar
      aleciat
      Copper Contributor

      Callum21950I tried your steps, but when I click the Manage Membership button in the notification email, I don't have a Stop Membership option. This is the screen I see--doesn't have any links other than Sign Out at the bottom.

      • Callum21950's avatar
        Callum21950
        Copper Contributor

        aleciat In the staff section do you have these unticked?

         

        (troubleshooting here because seems odd I have the option but you don't)

        A really scruffy alternative would be to make another user an admin, delete your staff account, then add you again as an admin, which would mean you get the email again to confirm you wanted to join the calendar, but if you ignore that, you should still be able to access the booking calendar as an admin.

  • David_Fowler's avatar
    David_Fowler
    Copper Contributor

    Wow it has been a year with no real answer to this issue. I am having the same issue how do i remove myself as being bookable and showing on the calendar.

  • Elle-Es's avatar
    Elle-Es
    Copper Contributor

    aleciat I also have this issue.

    I am setting this up in a healthcare setting for telehealth (covid19 world...) and want to only show our clinicians as bookable with myself as the Tech support and the department's admin staff having administrator rights but not bookable! we don't want me and 5 clerical staff's calendars showing even though I know we can configure the service to have the clinicians listed as available for the service itself.

    would be good to have a reply!

  • amyjesko's avatar
    amyjesko
    Copper Contributor

    aleciat did you ever figure this out? I really would like to do the same thing. Anyone from Microsoft around? @Gabriel Valdez Malpartida maybe?

    • aleciat's avatar
      aleciat
      Copper Contributor

      amyjeskoI created the calendar under my Admin login and added the sales rep under Staff with the Administrator role. Then under the Service details, I deselected my name under Assign staff, so that only the rep's calendar is bookable. This seems to work fine.

       

      • amyjesko's avatar
        amyjesko
        Copper Contributor

        aleciat yeah I ended up doing that too - it does work but unfortunately my calendar is still pulled up in the view on the Calendar tab. I did also turn off the sync for my calendar within the reps' accounts which means at least they don't see any of my appointments, but...the view is still there. Not a huge deal but annoying and I wish I could turn that off.

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