Update user information
How to edit user information in Caspen?
Overview
Update a team member’s details from Settings → Users. Practitioner based roles also include a Practitioner tab with additional settings for booking and practitioner profile information.
User profile overview
Each team member has a user profile in Caspen. This is where you manage their details, access level, and user specific settings.
When you open a user profile, the tabs include:
Edit: Core user details such as role, name, email, phone number, professional title, avatar, and groups.
Practitioner (practitioner roles only): Practitioner specific settings for Practitioner Admin and Practitioner roles, including bookable items and practitioner profile details.
Availability: Working hours used for scheduling.
Integrations: User specific integrations, where available.
Login history: A record of recent login activity.
Update a user
Go to Settings → Users.
Find the user you want to update (click their name or Actions → Edit).
Update the user details in the Edit tab, for example:
Name
Email
Phone number
Professional title (specialty)
Avatar
Groups
Click Save (top-right).
Practitioner information
The Practitioner tab appears for practitioner based roles and lets you manage services, locations, and profile details for that team member.
Under Bookable items, you can:
Services: Select which services the practitioner can be booked for.
Locations: Add or remove the locations the practitioner can work from.
Common updates
Update user groups
In the Edit tab, use Groups to add or remove the user from groups used for organizing and filtering users.
Update availability
In the Availability tab, you can update the user’s availability. For more information, see Set your availability.
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