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Adding and Deleting Team Members


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Adding Team Members

  1. To add a team member, begin by going to your Booking tool.
    Click on the Booking tool
  2. Click on Manage Bookings for the site you wish to modify the Team Members on.
    Click on Manage Bookings
  3. Go to Settings and click the Edit Team Members button inside the Team Members tile. 
    Select the Team tab at the top
  4. Click Edit Team Members.
    Click on Edit Team Members
  5. Click on the Add Team Member button at the top right corner.
    Click on Add team member
  6. Within the panel that opens, add the employee's Name and the Services they can perform.
    Add the name of the employee
  7. Optional: In this area, you can also add the employee’s Job Title, Email Address, Phone number, and Photo.
  8. Click Save.
  9. Go back to Settings and click on Set availability under Bookable hours to add the hours that the employee can be booked and work for.
    Choose Bookable Hours
  10. When you’ve finished filling out all the desired fields, click Save in the top right.
    click on save

Deleting Team Members

  1. Start within your Team tab, where you can see all your employees.
    start with your Team tab
  2. Find the team member you would like to delete and click the three-dot menu in the bottom right of the tile.
    Click on the Kebob menu
  3. In the options that appear, select Delete.
    Select Delete
  4. Next, you will have a pop-up to confirm that you are deleting the employee with the option to notify any clients currently with booked appointments assigned to that employee.
    confirm that you are deleting the employee
  5. Choose Delete to confirm your choice permanently.