Providers

• Providers and teams overview

  Learn all of the things you and your providers can do with their accounts.

• Add, deactivate or delete a provider or team

  Learn how to create, deactivate, and delete individual and team provider accounts.

• Setting up general provider scheduling permissions

  Learn how to configure your provider's scheduling and availability rules in the provider "Scheduling" store options.

• Setting up provider general settings & permissions

  Learn how to control what types of jobs providers can receive and accept under the "General" settings tab.

• Setting up provider industry settings

  Learn how to control what types of jobs providers can receive and accept under the "Industry" settings tab.

• Setting up provider form settings

  Learn how to control what types of jobs providers can receive and accept under the "Forms" settings tab.

• How providers can update their own settings

  Learn how your providers can adjust settings from their dashboard.

• Setting up provider schedules

  Learn how to set up availability for providers so providers can receive or accept jobs.

• How to send provider schedules automatically

  Learn how to enable sending out your provider's schedules automatically.

• Set up the GPS clock in/out feature

  Learn how to set up the GPS clock in/out feature and customize rules for providers, bookings, and time logs.

• Clock in and out with the GPS feature

  Learn how to clock in and out using the GPS feature in the provider app.

• Setting up provider payments

  Learn how to set up provider pay rates and reimbursements.

• Provider checklist access

  Learn how checklists work for providers, including how to view booking checklist(s), send checklist notes, and complete checklist tasks as a provider.

• Setting up reimbursements

  Learn more about how to set up, update, and delete provider reimbursements.

• Changing a provider's pay rate

  Learn how to modify provider pay rates and reimbursements.

• Sending out provider payments

  Learn how to send out, pause, and resume provider payments and where to locate payment logs.

• Pending payments and active bookings messages

  Learn more about the pending payments and active booking messages and how to resolve them.

• Fix the "no such destination" error for provider Stripe payouts

  Learn how to fix the "no such destination" error pop-up when you are trying to payout providers with Stripe.

• Enable provider booking features under "Store Options"

  Learn how to customize rules and features that relate to your provider's bookings.

• Enable the provider live chat feature

  Learn how to enable the provider live chat feature to send and receive messages from providers in your dashboard.

• Enable the speed tag

  Learn how the speed tag works and how to enable it for your providers.

• Enable provider pairing

  Learn how to set up your individual providers to be paired with others on a job-by-job basis.

• Using the quick add tool for providers

  Learn how to use the quick add tools for setting up provider schedules and settings.

• Block a provider from being booked with a specific customer

  Learn how to prevent providers/teams from being paired with specific customers.

• How to export provider data

  Learn how to export provider information into a .CSV file.

• For providers: How to connect your Stripe account

  Learn how to create or connect a Stripe account so you can automatically receive payments from a BookingKoala business.

• Locate the ABA/routing number

  Learn where to locate a bank account's routing/ABA number to link a provider's account for direct deposits.

• Enable digital signatures

  Learn how the digital signature feature works and how to enable it.

• How providers can set their own schedule

  Learn how providers can adjust availability from their dashboard.

• Provider app overview

  Learn how to locate and use all of the features in the BookingKoala for Providers app.

• Enable the "late arrival" message feature

  Learn how the "Late Arrival" message feature works and how to set it up.

• For providers: How to connect a PayPal account

  Learn how to connect or create and connect a PayPal account with your merchant to get paid via BookingKoala.