Adding Team Members as AppointmentCore Users

Overview

This article will walk you through the process of adding team members to your AppointmentCore account.

Each Team Member, Practitioner, or Location gets set up as their own “User” in AppointmentCore. Your subscription level limits the number of Team Members or Users you can add. If you reach your subscription level's maximum number of allowed users, you will need to upgrade to add more team members to your AppointmentCore account.

You can check out the Pricing Plan on our website to see the different subscription levels that we offer.

By default, the Admin is the first User who registered your AppointmentCore account. However, once you've added more Users, you can make more than one of them an Admin on your account, allowing Admins to share responsibilities as necessary.

Before your start: 

• Ensure that you are logged into AppointmentCore using an Admin account.

Adding Team Members or Users to your AppointmentCore account can be done in a variety of ways:

• Adding a Team Member Using Manual Input
• Importing Users from Infusionsoft
• Importing Users from Hubspot
• Importing Users from Salesforce
• Importing Users from ActiveCampaign

Adding a Team Member Using Manual Input

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Team Members. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges. On the Team Members screen, click + Add Team Member in the upper-right corner.  In the pop-up box that appears, input all required information to create your new team member's login credentials, then click Save. Your new team member will now appear on your AppointmentCore Team Members page, where you may make necessary future changes to their account.

Newly added users will receive an email containing their login information and instructions to set up their AppointmentCore account.

Importing Users from Infusionsoft

Before you start: 

• Ensure that Infusionsoft is activated in the Integrations section of Company Settings and connected in the My Integrations section of My User Settings.

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Team Members. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges. On the Team Members screen, click the three dots in the upper-right corner. Select Copy Users From Infusionsoft from the dropdown list. In the pop-up box that appears, select the Infusionsoft users you want to import into AppointmentCore.

Newly added users will receive an email containing their login information and instructions to set up their AppointmentCore account.

Importing Users from Hubspot

Before you start: 

• Ensure that Hubspot is activated in the Integrations section of Company Settings and connected in the My Integrations section of My User Settings.

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Team Members. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges. On the Team Members screen, click the three dots in the upper-right corner. Select Copy Users From Hubspot from the dropdown list. In the pop-up box that appears, select the Hubspot users you want to import into AppointmentCore.

Newly added users will receive an email containing their login information and instructions to set up their AppointmentCore account.

Importing Users from Salesforce

Before you start: 

• Ensure that Salesforce is activated in the Integrations section of Company Settings and connected in the My Integrations section of My User Settings.

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Team Members. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges. On the Team Members screen, click the three dots in the upper-right corner. Select Copy Users From Salesforce from the dropdown list. In the pop-up box that appears, select the Salesforce users you want to import into AppointmentCore.

Newly added users will receive an email containing their login information and instructions to set up their AppointmentCore account.

Importing Users from ActiveCampaign

Before you start: 

• Ensure that ActiveCampaign is activated in the Integrations section of Company Settings and connected in the My Integrations section of My User Settings.

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Team Members. Note: Company Settings will only be visible if you are logged in with an account that has Admin privileges. On the Team Members screen, click the three dots in the upper-right corner. Select Copy Users From ActiveCampaign from the dropdown list. In the pop-up box that appears, select the ActiveCampaign users you want to import into AppointmentCore.

Newly added users will receive an email containing their login information and instructions to set up their AppointmentCore account.

Next steps:

• Configure your Calendar Settings. 

• Have your team members set up their AppointmentCore User Account.