Collaboration is an essential aspect of any business, and appointment scheduling software is no exception. Calidy’s team scheduling feature is designed to help teams work together more effectively and efficiently, by allowing multiple team members to schedule appointments and manage client data. This guide will provide you with an overview of Calidy’s team scheduling feature and explain how it can improve collaboration within your team.
1. Real-time syncing
Calidy’s team scheduling feature allows multiple team members to access and manage client data in real-time. This means that everyone is always on the same page, and changes made by one team member are immediately reflected for all other team members.
2. Assign different staff members to different services
Calidy’s team scheduling feature allows you to assign different staff members to different services, so you can keep track of their schedules and availability easily. This can help ensure that appointments are scheduled with the right person, and can help avoid scheduling conflicts.
3. Shared calendar view
Calidy’s team scheduling feature includes a shared calendar view that allows all team members to see the schedule in real-time. This can help ensure that everyone is aware of upcoming appointments and can plan accordingly.
4. Collaborative note-taking
Calidy’s team scheduling feature includes a note-taking feature that allows team members to add notes and comments to client data. This can be a great way to share information and collaborate on client interactions.
5. Group messaging
Calidy’s team scheduling feature includes a group messaging feature that allows team members to communicate with each other within the platform. This can be a great way to share information and collaborate on client interactions.
6. Customizable permission levels
Calidy’s team scheduling feature allows you to assign different permission levels to different team members. This means that you can control who has access to specific areas of the platform and what actions they can take.
7. Reports and analytics
Calidy provides a variety of reports and analytics that can be shared among the team members. This can help team leaders to monitor the performance of the team and make decisions accordingly.
