User Management in SwipeSimple Appointments

Creating Users

Setting up additional users can be done by navigating to the Users section of SwipeSimple Appointments. There are three types of users, which are outlined below. 

1. Admin

   • When you sign up for SwipeSimple Appointments, the first user becomes the admin for the account. Admins can edit and make changes to the account and other users and are responsible for setting all booking policies and customization. 
   • Admins can use the tool just like other users, including making themselves bookable for appointments if needed.
   • Admins have full control over the SwipeSimple Appointments tool and can manage other users and their calendars. 
   • There can only be one admin per SwipeSimple Appointments account.

2. Manager

   • Managers are limited Admins who can see and manage other users' calendars but cannot make changes to the account. 

3. User

   • This role is best used for staff who need to be able to book appointments. They can see and manage their own calendars only and cannot make changes to account settings and preferences. 

Please remember that your SwipeSimple Appointments account includes one user license. Each additional user requires an additional license at $30/month. How do you add more licenses? Click here

Managing Existing Users

Once a user is created, you can manage their profile. Each profile has seven tabs for managing contact information and availability. Below is an overview of those settings. 

• Details

  • • This tab lets you edit the user details, including:

• • • • Name
      • Role
      • Email
      • Phone 
      • Profile Image
      • Cover Photo
      • Calendar URL

• Appointment Types

  • This tab allows you to assign the type of bookable appointments they are available for. You can assign them to a single option or multiple ones. 

• • Need to create or edit appointment types? Click here

• User Availability

• • This tab manages the user's availability. The hours you set here will determine whether and when a user can be scheduled for the appointment types assigned to them.

• Breaks

• • If the user has any defined breaks or lunch periods where they won’t be available, you can add those here, and those times will be unavailable for bookings. 

• Vacations

• • Similar to breaks, any vacation time can be added to the user’s profile via this tab, and those dates/times will become unavailable for that user. 

• Additional Options

Click here to learn more about setting user availability, external calendar syncing, and third-party virtual meeting tools. 

Removing Users

Removing Users is a two-step process. First, you must remove the user and then cancel the user license if you don’t plan to add another user to replace them. 

Delete Users

• Navigate to Users and locate the user you want to remove.
• Click the trash can icon next to their profile.

• A confirmation message will prompt you to confirm you want to delete the user.

• Click “Yes, Delete” to confirm deletion to complete the removal process.

Remove User License (Optional)

• After deleting the user, if you do not plan to add another user, we suggest removing the license so you are no longer billed for it. 
• Navigate to Plans & Billing
• At the top of the page, click where it says, “If you want to update users in your current plan, then Click Here.”

• A box will appear showing your current number of user licenses.

• Enter the number of user seats you want to remove using negative numbers. For example, if you want to remove one user, enter -1.
• Click Submit  
• The screen will refresh to show you the updated changes to your plan. 

Need Help

1. Click the Need Help❓button at the bottom right of your screen and complete our contact form.
2. Email us: support@swipesimple.com
3. Call us: (800) 783-5596. Our hours are Monday–Friday from 8am–8pm ET.