How can I access and manage employees?

List of employees

The list of employees displays all the employees that you added to the Calendesk. Each record of the table includes some basic information about the employee:

• ID,
• first and last name,
• email address,
• contact number,
• active employee's integrations (for example Google Calendar, Google Meet, Outlook, Teams, Zoom, WhatsApp).

1. The Status, Integrations, Bookings from customers and Search inputs allow you to easily search the entire list of employees. You can also sort them using the headers on the table.

2. Next to each record, you will find a checkbox. Once you select one or more employees, a bar appears above the table with the number of selected rows and a menu hidden under the three dots. To select every employee on the page, tick the checkbox in the table header. This menu has several helpful actions, such as:

• Send a message to employees.
• Block employees: a blocked employee stays in the panel with all their data, but customers don't see them in the booking calendar on your website. This is useful when an employee can't take customers for a while (vacation, sick leave). Blocking doesn't delete planned bookings, but it prevents customers from booking new visits with that person.
• Unblock employees: the employee appears in the booking calendar again, and customers can book with them.
• Delete employees: you can only delete an employee who has no upcoming approved bookings. Delete, cancel or reassign those bookings first. Deleting an employee deletes their data from the Calendesk panel.
• Download the employee list as XLSX or XLS (Microsoft Excel), ODS (Open Office, LibreOffice), CSV or HTML.

Editing an employee profile + additional options

Clicking on a record with the employee will open the employee's profile, where you can edit all the details. The fields are described in How can I add an employee?

The Manage menu in each row gives you these options for a single employee:

• Edit,
• Send a message to the employee,
• Set a new password,
• Block account or Unblock account,
• Delete.

The main administrator account can't be blocked or deleted.

For more information on employees, see the article:

• How can I add an employee?
• How can I manage bookings through the calendar?