Update user information

How to edit user information in Caspen?

Go to Users -> Edit user. (https://app.caspen.com/usersarrow-up-right)

After accessing the user profile, you can make changes to the following user properties:

  • Title

  • First & Last Name

  • Gender

  • Date of Birth

  • Email

  • Phone numbers

  • Professional title (medical specialty)

Within the User tab, you have the option to modify the practitioner's Availability, Allowed Services, Available Booking Locations, and even include the practitioner in a group for convenient access when needed.

How to set user availability?

Availability - Effortlessly configure the practitioner's working hours. For detailed instructions on how to add, remove, or modify available hours, please use the Availability Setup link below.

How do you enable/disable user-allowed services?

Services - Specify the range of services that a practitioner can provide to their clients.

How to assign a user to a new location?

Locations - The options for booking appointments at various locations. An admin user can easily add or remove available locations.

How to add or remove a user from a user Group?

Groups - Streamline the organization of practitioners based on their primary specialties for convenient access when scheduling client appointments.

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