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Step 4: Adding Providers

How to add a service provider to your company's roster

There are two ways to add a provider: through the Users section and through the Providers section.

Adding via the Users section first will send the Provider an email with login credentials and automatically create a profile for them under the Providers section.

Adding via the Providers section first means that you will have to add them later as a User in order for them to receive login credentials.

Add a User

1. Go to Users in the left-hand navigation bar. Select Add User at the top right of the page. 

How to add a user in MarketBox

2. Fill in the email address. The email must be unique within the MarketBox system.

3. Select Provider in the User role drop-down.

When you do, you will see an information message saying that a Provider Profile record will be created for this user. This message is normal.

How to add a user in MarketBox

4. Fill in the remaining fields for first name, last name, and phone number.

We highly recommend entering a mobile phone number for each provider as there are several communication features of the MarketBox platform that can be configured to work with a mobile device.

5. Ensure the 'Send email invite to new provider' switch is set On.

How to add providers to MarketBox

The Admin user who creates the User will also receive a copy of the Welcome email for reference.

6. Press the Add button when all the fields are completed.


Result:

At this point, the Provider's Login account will be created and a Welcome email and SMS will be sent with a temporary password.

In addition, a Provider Profile will be created.

The Provider then needs to use the Welcome email to log in to the site, reset their password, complete their User Profile by adding their address. They can then complete their Provider Profile.

Add Provider Details

1. Go to Providers (link is in the top left of the navigation bar), select Add at the top right of the page. 

How to add providers in MarketBox

2. Add profile info (name, phone #, skills, travel zones/locations, etc.)

3. Add public info (bio and picture)

How to add providers in MarketBox

4. Add travel zones (this is optional)

5. Add availability

At least one set of availability must be set for the provider to be available for bookings.

If the Provider is offering services virtually or at a company location, they can set up their schedule for those options here.

6. Add blocked times (optional). This function can be used if a provider has a day or time-slot they need to block off (such as a recurring lunch break, for example).

After these steps, you can now go through the booking flow and see what it will be like for customers booking with your service providers! As a refresher, here is what the customer booking flow looks like.