How to set up a Teams account
Hey Boss 👋 Getting started with a Teams account on Book Like A Boss is quick and easy, giving you access to powerful tools for team collaboration and scheduling. Let's get started! ⚡️ From BLAB's homepage, click Start free 14-day trial. Select Teams, enter your credentials, then click on Create My Account. (https://downloads.intercomcdn.com/i/o/h5esFew readersWhat happens to my individual BLAB page if I get the Teams plan?
Hey Boss 👋 Many Bosses want to know what will happen to their individual plans if they purchase a teams plan. You can opt to keep them separate, or you can have the two merged. This may be helpful to you if you have added team members to your business but don't want to lose the information you have on your individual account. Just let a team member know and will we take care of that for you. All info and data will be saved and merged into your new teams plan. Still got a question? 🤚 IfFew readersHow do I save and publish my work?
Hey Boss 👋 Saving and publishing your work in Book Like A Boss is essential to ensure your updates, customizations, and new services are visible to your clients. This guide will walk you through the simple steps to save your progress and publish your changes, keeping your booking page professional and up-to-date. Follow these steps 👌 From the top menu, click on Booking Pages, and choose either Appointments or Products and Services based on what you want to edit or create. IFew readersHow do I get started with the Teams plan?
Hey Boss 👋 The Teams plan is very similar to the single-user plans (Espresso, Mocha, Cappuccino, Latte). The backend will look the same, but the main difference is that the primary admin who is setting up the teams account will have a drop-down menu where they can manage users. This is where you should start when you are setting up your teams plan. How to manage users 💻 Click on the profile photo, then select Manage Users. (https://storage.crisp.chat/users/helpdesk/website/-/Few readersCan I get the Teams Plan without BLAB branding?
The Teams plan is awesome, incredible, fantastic, and just all-around amazing! With that being said, we've got lots of Bosses asking whether can remove the BLAB branding from their teams plan and add their own branding. The Gist 😎 Currently, our Teams plans have minimal BLAB branding. However, we plan on having a white label option so that you can remove all BLAB branding and use entirely your own custom branding in the near future. (https://storage.crisp.chat/users/helpdesk/website/-/Few readersDoes the Teams Plan include Round-Robin booking?
Hey Boss 👋 You don't think we'd let you down, do you? We're here to solve your problems, not impose restrictions! Of course, our Teams Plan offers Round Robin booking capabilities. We want to make it easier than ever to distribute work evenly among all your team members. To set this up, all you need to do is the following Login to Book Like A Boss and make sure you're interacting as the admin of the team (you should see your team's name on the panel, if not click on the arrow to dFew readersHow to customize Brand Settings
Hey Boss 👋 Take control of your company’s branding by locking in your choice of colors, or fonts. Whether you’re just getting started or looking to polish things up, this feature makes it easy to ensure every booking page reflects your business’s unique style. With consistent branding, you’ll create a professional impression, streamline setup for your team, and keep everything looking sharp. Here’s how to do it 😎 From the top menu, click on Settings and select Customization.Few readersHow to set up and manage settings?
Hey Boss 👋 In today’s digital world, having a website that’s both attractive and easy to use is essential. This guide will walk you through the steps to set up and manage your BLAB settings, ensuring your site is perfectly optimized for success. Read the instructions below 📌 Click Settings from the top menu, then select Profile Details. Here you can update your company info such as the name, company slogan, currency, timezone. (https://storage.crisp.chat/users/helpdesk/webFew readersWhy should I get a Teams Plan if it's just me?
Hey Boss 👋 So, you're considering a Teams Plan but not sure if you need it as a Solopreneur. Having a Teams Plan will help you organize and market your business(es) in a cool, customizable, and user-friendly manner. You can start with just 3 seats, all of which will have the main features of our top Latte plan. You can set up your Teams Plan for: Team members, employees, and sales reps Several roles or jobs you have Separate office locations Conference room servFew readersGetting Support
Hey Boss 👋 If you ever run into any issues while using the BLAB Teams plan, don’t worry—help is just a click away! Start by checking the Help Section, where you’ll find answers to common questions and step-by-step guides. It’s a great resource for resolving many issues quickly on your own. If you need further assistance, simply use the yellow chat icon located in the bottom corner of your screen to connect with a support agent. You can also reach out to the customer support team via email fFew readersNavigating the Teams dashboard
Hey Boss 👋 After logging into your Teams account, you’ll be greeted by the dashboard. Your Book Like A Boss dashboard is your ultimate command center, providing all the essential tools to manage your business effectively. Here’s a deeper dive into what it offers: Statistics at a Glance: Get an instant view of your business performance. See the number of appointments and services you’ve booked over a specific time period, giving you a clear picture of how your business is growing andFew readersHow to integrate with different tools?
Hey Boss 👋 Integrating Book Like A Boss with your favorite tools can take your booking experience to the next level by automating tasks and simplifying your workflow. Whether you want to connect with YouTube, Poptin, GIST, or other platforms, this guide will walk you through the quick and easy steps to set up integrations and make the most of your account. Start integrating with different tools ⚒️ Click Settings in the top navigation bar. Select Integrations from the menu. CFew readersWhat's included in the Teams Pro plan?
Hey Boss 👋 The Teams Pro plan is a powerful upgrade designed for teams that want more customization, better branding, and enhanced communication tools—all for just $5 extra per seat. With Teams Pro, you’ll unlock exclusive features that help you scale your team’s presence, look more professional, and provide a smoother experience for your clients. Here's what you get with Teams Pro: ✨ 200 SMS reminders per seat per month Each team member gets double the number of SMS reFew readersHow do I set up a booking schedule for a Company page?
Hey Boss 👋 The company plan admin page looks a bit different than a solo user page and if you were a solo-Boss you may be wondering where you are supposed to set up you booking schedule. When it comes to company plans there is no general booking schedule. The schedule for the company packages is generated by aggregating the schedules of all team members that you connected to each package. Hope that helps! Still got a question? 🤚 If you still have any questions, feel free to get in touchFew readersCan my clients select a specific team member to work with, in the Company plan?
Hey Boss 👋 Our Company Plan comes with Round Robin capabilities so that multiple team members can be linked to services and would be booked if their booking calendars were available. This feature also allows your clients to select a specific team member that they would like to book, rather than have the platform randomly select based on availability. To see this feature in action, follow these instructions 💪 Open your Company Admin Panel Go to Booking Pages then toFew readersHow to Show or Hide Appointments, Products, Services, and Events on Your Company Booking Page
Hey Boss 👋 Take full control of your company’s booking page by customizing which appointments, products, services, or events are displayed. This feature allows you to streamline the booking experience for clients by showing only active offerings, temporarily hiding items during specific periods, or keeping your booking page organized and tailored to your business needs. Here's how to set up this feature 💪 From the top menu, click on Settings, then select Package Visibility.Few readersCan I set up a payment portal for my company plan's individual seats?
Hey Boss 👋 When you are setting up your Teams Plan, you can set up your payment portals on the company level. Bosses can also set up connections to payment portals on the individual levels, by syncing each seat member's to their preferred payment portals. (https://downloads.intercomcdn.com/i/o/h5estzhi/1415169412/b5088c13ad6b629e9a2210058d86/image.png?expires=1767Few readersHow to use the Editing Interface?
Hey Boss 👋 The editing interface in BLAB is user-friendly and straightforward, enabling you to create professional, customized booking experiences for your clients. With practice, you’ll be able to make quick updates and enhancements to keep your pages and services fresh and appealing. Navigate around the Editing Interface 😎 Log in to your BLAB account. Click Booking Pages on the top menu, then select Appointments or Products and Services. Click the three dot iconFew readersHow is a Teams Plan different from what I already have?
BLAB is awesome, no question about it. But you know what is even more awesome? As of June 2021 BLAB now offers a Teams plan. What this means is that you can have multiple users or multiple company locations, each with its own customized BLAB landing page. Features⚡ Each seat/team member/company location will be integrated to the main interface in regard to payment portals and other app integrations, such as Zoom and Google Analytics. Each page can add unique products and services that aFew readers
