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How to add multiple members to an appointment?
How to add multiple members to an appointment?
Support avatar
Written by Support
Updated over 9 months ago

With Servv, you can now add multiple members to an appointment instead of just the creator of the appointment.

Pre-requisite:

To follow this guide, please ensure that Members have already connected their Zoom and Google accounts. If they haven't connected it yet, please check this link: https://youtu.be/GjU0k8GWuXo


Follow the steps below:

1. Create or open your appointment.

2. Select the members you wish to add to the appointment.

Screen_Shot_2021-10-29_at_2.29.22_PM.png

3. After selecting the team members you want to have added to the event it should look something like this:

Screen_Shot_2021-10-29_at_2.29.33_PM.png

4. After adding the members to the appointment and saving/submitting it they will automatically be sent the Zoom information and the event or appointment will be added to their Google calendar if you have enabled that option for your appointment.

Other articles to view for more information on events:
What are the fields in Create Appointment panel?

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