Track
Someone is leaving the team
Their bookings have to go somewhere before their login goes away. Move the work first, then close the access, in that order.
3 lessons
In order
- 1Reassign a leaving team member's appointmentsArchiving is blocked while work is still on them. The dialog lists it and asks who takes it.1 min read · Owner or manager
- 2Team members, roles and permissionsFour roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings.3 min read · Owner
- 3Change your password, or set up a front desk loginPasswords change by emailed reset, never in a Petboost field. Do not share one login for the counter.1 min read · Owner or front desk