Onboard from anywhere
Invite a setter, connect them to the closers they work for, and get them calling without back-and-forth setup.
A remote setter should be able to start calling without being handed the entire company. Team Management defines who a setter works for, which folders and pages they can reach, what phone line they call from, and how their commission is earned.
Inside Simple Appointments
See remote team management in the real workflow.
Step 1 of 11 — Start with an empty territory
What this changes for the team
Control what they see
Grant access folder by folder and page by page so a setter only works the leads they are responsible for.
Give them a line
Assign a calling number to each setter, pull it back when they leave, and reassign it as the team changes.
Watch the talk time
Review minutes used per person so calling costs stay visible instead of showing up as a surprise.
Set the commission
Choose a percentage or a flat amount per closed deal, then track what is earned, paid, and still owed.
Remove without losing history
Taking a setter off the team frees their resources immediately while their appointments and commissions stay on the books.
Built around closers and setters
The two roles stay connected.
Closers keep control of their leads, phones, and payouts. Remote setters get a clean workspace with exactly the access they need to book appointments.