Getting started
Getting started

Inviting your first team member

Add your first professional from Administration → Professionals and complete their profile in the dashboard.

Add a professional

From the CitaPro dashboard you can create professionals to handle appointments at your business. Each one gets their own profile, location and, if you choose, Google Calendar sync.

  1. Go to Administration → Professionals and click "+ Add professional".

    Professionals section with the Add professional button
  2. On the "Information" tab, fill in first name, last name, specialty, email, phone and location. Click "Save".

    Create Professional form with basic details
  3. Optional: on the "Google Calendar" tab, click "Connect" to sync that professional's appointments with their calendar.

    Google Calendar tab when creating a professional
  4. Assign the professional's services and schedule so they can receive appointments on the calendar.

The maximum number of professionals depends on your plan. On the Free plan you can have up to 2 professionals.

Can't find what you're looking for?

Contact support