Setting up multiple providers without breaking your calendar

Going from solo to a team of two or three is the hardest transition a service business will make. BookAndGo makes it possible to run a shared calendar cleanly - but only if you set it up right.

Add the provider first, services second

The instinct is to add everything at once: provider, services, hours. Resist it. Create the provider record first, save, then link services. This two-step flow prevents the most common 'why can nobody book this person' bug.

Link services explicitly

Every service has a list of providers who can deliver it. If the list is empty, any provider can take it. Once you set even one provider, that service becomes restricted to the listed providers only. Surprise side effect: a provider you forgot to add disappears from booking.

Per-provider availability beats business-wide availability

You can set availability at the business level (applies to everyone) or the provider level (one person). Once you have a team, switch to per-provider. It's the only way to handle staggered shifts, part-time staff, and someone taking Wednesday off.

Roles and permissions

• Admin - full access including billing and settings. The owner role.
• Manager - day-to-day ops but can't touch billing or delete the business.
• Provider - sees only their own appointments and availability.