Add providers

A provider is a staff member people can book time with. Before anyone can be scheduled, add them here.

Add a provider

1. On Setup, open the Providers tab and press Add provider.

2. Choose the Workspace user — the staff member who provides this service.

   Only users who aren't already providers appear in the list.

3. Set a Display name — this is the name members see.

4. Optionally add a Default meeting link (optional) and a Bio (optional).

   The default meeting link stands in for virtual appointments whose type doesn't carry its own link.

5. Leave Active on and save. You'll see Provider added.

Retire a provider

Untick Active to stop new bookings for someone without removing their history. Inactive providers can't take new bookings.