To make a service bookable, you need to assign team members. Each person you add has their own calendar and individual booking link—so customers can book directly with the tech they want.
Add a New Team Member (Mobile App)
Go to Settings > Your Team.
Tap the + button.
Enter the team member's name and email address, then tap to add.
Add a New Team Member (Web App)
Go to Settings > My Team.
Click the + button. Enter the team member's name and email address, then click 'Add team members'.
The profile is created. Click 'Edit profile' to upload a photo and add details like specialties and phone number. Click 'Save' when done.
Click the 'Services' tab at the top. Assign services to this team member so they can book appointments.
Select the services they'll provide. Changes save automatically.
Delete a Team Member
Go to Settings > My Team and select the team profile.
Click the three dots in the upper-right of the profile.
Click the red Delete Profile button to confirm.
Access your Team List
See a list of your team members in the ServiceForge App.
Go to Settings
Click Your team
Find a search bar to quickly look up teammates
From here you can:
See each member's name, role, activity, and status (e.g., Available, On a Job)
Contact your team
Tips
Only users with the appropriate access level can view or manage account settings
Want to add or remove users? Reach out to your account owner or someone with admin access
Your teammates can update their status, keeping everyone informed and aligned