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.

Using the provider import tool

Learn how to import provider information for faster migration and onboarding.

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.

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.

Provider app overview

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

Provider sign up

While granting admins the authority they need to uphold a high level of service, this procedure is intended to be straightforward and easy for providers to use. You have the option of requiring providers to go through an approval process or to sign up on their own.

Divide Provider Length

Learn how to set a unique time length for each provider's bookings independently.